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 | $326,665 | $30,400+974.6% | $53,898+506.1% | $84,808+285.2% |
| Participation rate | 43.3% | 46.4%-3.1pp | 55.0%-11.6pp | 68.3%-25.0pp |
| Annual return | 15.92% | 500.19%-484.3pp | 528.60%-512.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,448 | $603+306.1% | $932+162.6% | $2,631-7.0% |
| Participant deferral / active EE | $4,051 | $1,199+238.0% | $1,826+121.8% | $4,212-3.8% |
| Admin fee / account holder | $2,101 | $1,993+5.4% | $2,491-15.7% | $7,344-71.4% |