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 | $265,573 | $202,432+31.2% | $169,368+56.8% | $139,434+90.5% |
| Participation rate | 54.5% | 81.1%-26.5pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 12.34% | 531.74%-519.4pp | 405.60%-393.3pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,002 | $4,692-57.3% | $4,013-50.1% | $4,751-57.9% |
| Participant deferral / active EE | $5,637 | $6,938-18.8% | $6,221-9.4% | $6,710-16.0% |
| Admin fee / account holder | $26,287 | $10,708+145.5% | $9,003+192.0% | $11,403+130.5% |