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 | $517,061 | $214,378+141.2% | $200,582+157.8% | $142,382+263.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 18.17% | 46.41%-28.2pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $4,927 | $6,841-28.0% | $6,419-23.2% | $4,299+14.6% |
| Participant deferral / active EE | $15,667 | $9,865+58.8% | $9,331+67.9% | $6,507+140.8% |
| Admin fee / account holder | $2,613 | $17,692-85.2% | $16,305-84.0% | $12,624-79.3% |