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 | $735,495 | $100,773+629.9% | $88,946+726.9% | $142,382+416.6% |
| Participation rate | 33.3% | 74.3%-41.0pp | 68.8%-35.5pp | 80.1%-46.8pp |
| Annual return | 15.59% | 70.18%-54.6pp | 57.82%-42.2pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,162 | $2,918+8.4% | $2,555+23.8% | $4,299-26.4% |
| Participant deferral / active EE | $10,333 | $5,230+97.6% | $4,581+125.6% | $6,507+58.8% |
| Admin fee / account holder | $7,820 | $9,693-19.3% | $8,261-5.3% | $12,624-38.1% |