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 | $378,194 | $100,773+275.3% | $88,946+325.2% | $142,382+165.6% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.8%-13.3pp | 80.1%-24.6pp |
| Annual return | 21.00% | 70.18%-49.2pp | 57.82%-36.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $3,909 | $2,918+34.0% | $2,555+53.0% | $4,299-9.1% |
| Participant deferral / active EE | $9,003 | $5,230+72.1% | $4,581+96.5% | $6,507+38.4% |
| Admin fee / account holder | $2,599 | $9,693-73.2% | $8,261-68.5% | $12,624-79.4% |