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 | $798,224 | $110,261+623.9% | $95,745+733.7% | $139,434+472.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 13.03% | 27.11%-14.1pp | 28.35%-15.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $4,195 | $3,257+28.8% | $2,835+48.0% | $4,751-11.7% |
| Participant deferral / active EE | $10,861 | $4,676+132.3% | $4,245+155.9% | $6,710+61.9% |
| Admin fee / account holder | $7,147 | $6,613+8.1% | $5,678+25.9% | $11,403-37.3% |