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 | $253,214 | $176,056+43.8% | $159,436+58.8% | $167,490+51.2% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 14.83% | 331.75%-316.9pp | 263.57%-248.7pp | 478.56%-463.7pp |
| Employer contribution / active EE | $6,669 | $5,297+25.9% | $4,829+38.1% | $4,837+37.9% |
| Participant deferral / active EE | $7,580 | $7,750-2.2% | $7,352+3.1% | $6,341+19.5% |
| Admin fee / account holder | $52,364 | $12,554+317.1% | $10,799+384.9% | $12,309+325.4% |