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 | $277,450 | $109,982+152.3% | $97,226+185.4% | $145,922+90.1% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | 16.97% | 242.90%-225.9pp | 75.13%-58.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,545 | $3,084-49.9% | $2,729-43.4% | $4,660-66.8% |
| Participant deferral / active EE | $3,905 | $4,676-16.5% | $4,264-8.4% | $6,688-41.6% |
| Admin fee / account holder | $10,521 | $6,221+69.1% | $5,654+86.1% | $13,397-21.5% |