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 | $383,105 | $102,604+273.4% | $86,188+344.5% | $139,434+174.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 14.73% | 1922.51%-1907.8pp | 1168.45%-1153.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,591 | $3,032-47.5% | $2,380-33.2% | $4,751-66.5% |
| Participant deferral / active EE | $5,278 | $4,676+12.9% | $3,985+32.4% | $6,710-21.3% |
| Admin fee / account holder | $24,372 | $8,657+181.5% | $6,852+255.7% | $11,403+113.7% |