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 5-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 | $679,191 | $192,717+252.4% | $142,449+376.8% | $139,434+387.1% |
| Participation rate | 50.0% | 81.5%-31.5pp | 76.8%-26.8pp | 80.3%-30.3pp |
| Annual return | 23.16% | 17.99%+5.2pp | 19.99%+3.2pp | 372.94%-349.8pp |
| Employer contribution / active EE | $4,250 | $5,806-26.8% | $4,847-12.3% | $4,751-10.5% |
| Participant deferral / active EE | $15,000 | $7,208+108.1% | $6,283+138.7% | $6,710+123.5% |
| Admin fee / account holder | $100,000 | $15,124+561.2% | $10,011+898.9% | $11,403+777.0% |