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 9-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 | $704,268 | $157,256+347.8% | $141,162+398.9% | $152,861+360.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 26.49% | 64.32%-37.8pp | 71.39%-44.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $5,692 | $5,261+8.2% | $4,735+20.2% | $4,762+19.5% |
| Participant deferral / active EE | $9,755 | $7,109+37.2% | $6,709+45.4% | $5,850+66.7% |
| Admin fee / account holder | $11,882 | $12,120-2.0% | $10,261+15.8% | $11,596+2.5% |