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 | $496,223 | $95,416+420.1% | $185,823+167.0% | $85,850+478.0% |
| Participation rate | 65.5% | 68.8%-3.2pp | 81.7%-16.2pp | 69.3%-3.8pp |
| Annual return | 13.90% | 23.59%-9.7pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $13,626 | $3,314+311.2% | $5,167+163.7% | $2,565+431.2% |
| Participant deferral / active EE | $7,882 | $3,423+130.3% | $5,568+41.6% | $3,952+99.5% |
| Admin fee / account holder | $108,826 | $7,213+1408.8% | $16,237+570.2% | $6,260+1638.5% |