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 | $699,579 | $177,572+294.0% | $154,803+351.9% | $142,382+391.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 14.74% | 65.07%-50.3pp | 58.88%-44.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $9,517 | $4,810+97.8% | $4,305+121.0% | $4,299+121.4% |
| Participant deferral / active EE | $10,958 | $6,272+74.7% | $5,540+97.8% | $6,507+68.4% |
| Admin fee / account holder | $3,613 | $16,786-78.5% | $14,329-74.8% | $12,624-71.4% |