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 | $407,136 | $140,940+188.9% | $112,229+262.8% | $139,434+192.0% |
| Participation rate | 50.0% | 79.2%-29.2pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.76% | 32.71%-16.9pp | 30.20%-14.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,975 | $4,283-7.2% | $3,430+15.9% | $4,751-16.3% |
| Participant deferral / active EE | $15,000 | $5,874+155.4% | $4,798+212.6% | $6,710+123.5% |
| Admin fee / account holder | $52,708 | $9,954+429.5% | $7,748+580.2% | $11,403+362.2% |