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 | $354,275 | $176,056+101.2% | $159,436+122.2% | $167,490+111.5% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 24.83% | 331.75%-306.9pp | 263.57%-238.7pp | 478.56%-453.7pp |
| Employer contribution / active EE | $2,093 | $5,297-60.5% | $4,829-56.7% | $4,837-56.7% |
| Participant deferral / active EE | $5,231 | $7,750-32.5% | $7,352-28.8% | $6,341-17.5% |
| Admin fee / account holder | $35,220 | $12,554+180.5% | $10,799+226.2% | $12,309+186.1% |