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 | $716,125 | $165,335+333.1% | $149,696+378.4% | $158,922+350.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 9.45% | 348.15%-338.7pp | 276.60%-267.2pp | 302.83%-293.4pp |
| Employer contribution / active EE | $3,603 | $5,103-29.4% | $4,644-22.4% | $4,761-24.3% |
| Participant deferral / active EE | $10,400 | $7,181+44.8% | $6,842+52.0% | $5,982+73.9% |
| Admin fee / account holder | $5,185 | $10,807-52.0% | $9,309-44.3% | $11,246-53.9% |