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 | $448,196 | $123,909+261.7% | $69,647+543.5% | $145,922+207.1% |
| Participation rate | 62.5% | 69.2%-6.7pp | 66.5%-4.0pp | 80.3%-17.8pp |
| Annual return | 21.33% | 190.55%-169.2pp | 100.48%-79.2pp | 561.29%-540.0pp |
| Employer contribution / active EE | $4,603 | $2,682+71.6% | $1,712+168.8% | $4,660-1.2% |
| Participant deferral / active EE | $13,930 | $4,236+228.8% | $2,886+382.7% | $6,688+108.3% |
| Admin fee / account holder | $648 | $7,863-91.8% | $4,713-86.3% | $13,397-95.2% |