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 | $360,086 | $175,202+105.5% | $149,673+140.6% | $139,434+158.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 13.76% | 166.71%-152.9pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,400 | $5,474-56.2% | $4,818-50.2% | $4,751-49.5% |
| Participant deferral / active EE | $12,180 | $6,519+86.8% | $5,680+114.4% | $6,710+81.5% |
| Admin fee / account holder | $51,620 | $16,150+219.6% | $13,210+290.8% | $11,403+352.7% |