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 | $397,664 | $126,574+214.2% | $106,213+274.4% | $145,922+172.5% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | 15.05% | 224.79%-209.7pp | 116.14%-101.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,051 | $3,730-18.2% | $3,171-3.8% | $4,660-34.5% |
| Participant deferral / active EE | $14,225 | $5,724+148.5% | $5,016+183.6% | $6,688+112.7% |
| Admin fee / account holder | $174,007 | $17,304+905.6% | $11,033+1477.1% | $13,397+1198.9% |