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 | $511,230 | $165,335+209.2% | $149,696+241.5% | $158,922+221.7% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 22.56% | 348.15%-325.6pp | 276.60%-254.0pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,478 | $5,103-51.4% | $4,644-46.6% | $4,761-48.0% |
| Participant deferral / active EE | $5,378 | $7,181-25.1% | $6,842-21.4% | $5,982-10.1% |
| Admin fee / account holder | $23,929 | $10,807+121.4% | $9,309+157.1% | $11,246+112.8% |