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 | $403,477 | $123,793+225.9% | $177,821+126.9% | $79,858+405.2% |
| Participation rate | 59.4% | 84.7%-25.3pp | 87.7%-28.3pp | 69.6%-10.3pp |
| Annual return | 18.60% | 22.82%-4.2pp | 48.32%-29.7pp | 31.71%-13.1pp |
| Employer contribution / active EE | $19,016 | $4,095+364.3% | $5,918+221.3% | $2,471+669.6% |
| Participant deferral / active EE | $12,988 | $5,956+118.1% | $7,714+68.4% | $3,740+247.3% |
| Admin fee / account holder | $16,019 | $7,243+121.2% | $12,427+28.9% | $5,306+201.9% |