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 | $292,160 | $117,983+147.6% | $101,794+187.0% | $142,382+105.2% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 12.79% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $9,732 | $2,773+251.0% | $2,289+325.2% | $4,299+126.4% |
| Participant deferral / active EE | $10,353 | $4,714+119.6% | $4,084+153.5% | $6,507+59.1% |
| Admin fee / account holder | $21,097 | $10,433+102.2% | $8,777+140.4% | $12,624+67.1% |