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 | $263,652 | $96,635+172.8% | $86,612+204.4% | $139,434+89.1% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 20.97% | 106.41%-85.4pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $8,108 | $3,263+148.5% | $3,022+168.3% | $4,751+70.7% |
| Participant deferral / active EE | $7,950 | $4,836+64.4% | $4,438+79.1% | $6,710+18.5% |
| Admin fee / account holder | $1,403 | $6,408-78.1% | $5,614-75.0% | $11,403-87.7% |