See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,001 | $110,257+296.3% | $96,544+352.6% | $139,434+213.4% |
| Participation rate | 68.4% | 78.1%-9.7pp | 76.0%-7.5pp | 80.3%-11.9pp |
| Annual return | 15.29% | 26.32%-11.0pp | 25.84%-10.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $3,030 | $3,620-16.3% | $2,965+2.2% | $4,751-36.2% |
| Participant deferral / active EE | $8,261 | $5,548+48.9% | $4,851+70.3% | $6,710+23.1% |
| Admin fee / account holder | $56,936 | $11,591+391.2% | $8,252+589.9% | $11,403+399.3% |