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 | $729,822 | $106,584+584.7% | $101,326+620.3% | $142,382+412.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 20.17% | 36.93%-16.8pp | 36.82%-16.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $27,333 | $3,956+591.0% | $3,665+645.7% | $4,299+535.8% |
| Participant deferral / active EE | $13,667 | $8,297+64.7% | $7,994+71.0% | $6,507+110.0% |
| Admin fee / account holder | $3,452 | $11,446-69.8% | $11,185-69.1% | $12,624-72.7% |