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 | $454,449 | $152,587+197.8% | $125,175+263.1% | $152,861+197.3% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 21.58% | 54.84%-33.3pp | 43.79%-22.2pp | 345.32%-323.7pp |
| Employer contribution / active EE | $3,575 | $4,946-27.7% | $3,865-7.5% | $4,762-24.9% |
| Participant deferral / active EE | $10,904 | $5,868+85.8% | $4,937+120.9% | $5,850+86.4% |
| Admin fee / account holder | $21,190 | $13,434+57.7% | $9,702+118.4% | $11,596+82.7% |