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 | $364,680 | $168,632+116.3% | $147,614+147.0% | $125,391+190.8% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 3.27% | 77.65%-74.4pp | 61.98%-58.7pp | 282.22%-279.0pp |
| Employer contribution / active EE | $4,030 | $6,252-35.5% | $5,564-27.6% | $4,866-17.2% |
| Participant deferral / active EE | $13,967 | $5,507+153.6% | $4,895+185.3% | $5,352+161.0% |
| Admin fee / account holder | $386 | $13,580-97.2% | $11,611-96.7% | $9,540-96.0% |