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 | $100,970+622.8% | $96,576+655.7% | $137,256+431.7% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 20.17% | 38.16%-18.0pp | 38.47%-18.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $27,333 | $3,809+617.6% | $3,553+669.3% | $4,156+557.7% |
| Participant deferral / active EE | $13,667 | $8,286+64.9% | $7,956+71.8% | $6,407+113.3% |
| Admin fee / account holder | $3,452 | $11,312-69.5% | $11,381-69.7% | $12,270-71.9% |