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 | $273,132 | $152,587+79.0% | $125,175+118.2% | $152,861+78.7% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 18.66% | 54.84%-36.2pp | 43.79%-25.1pp | 345.32%-326.7pp |
| Employer contribution / active EE | $15,782 | $4,946+219.1% | $3,865+308.3% | $4,762+231.4% |
| Participant deferral / active EE | $11,416 | $5,868+94.5% | $4,937+131.2% | $5,850+95.1% |
| Admin fee / account holder | $47,731 | $13,434+255.3% | $9,702+392.0% | $11,596+311.6% |