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 | $502,912 | $185,822+170.6% | $169,993+195.8% | $139,434+260.7% |
| Participation rate | 57.1% | 87.8%-30.6pp | 87.0%-29.9pp | 80.3%-23.2pp |
| Annual return | 11.37% | 60.50%-49.1pp | 53.37%-42.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $11,735 | $7,590+54.6% | $6,785+72.9% | $4,751+147.0% |
| Participant deferral / active EE | $19,618 | $11,622+68.8% | $10,408+88.5% | $6,710+192.4% |
| Admin fee / account holder | $59,841 | $15,381+289.1% | $12,815+367.0% | $11,403+424.8% |