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 | $624,631 | $99,877+525.4% | $84,966+635.2% | $145,922+328.1% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 17.17% | 83.76%-66.6pp | 66.38%-49.2pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,267 | $3,231-29.9% | $2,727-16.9% | $4,660-51.4% |
| Participant deferral / active EE | $1,667 | $5,291-68.5% | $4,519-63.1% | $6,688-75.1% |
| Admin fee / account holder | $10,275 | $7,248+41.8% | $6,149+67.1% | $13,397-23.3% |