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 | $382,599 | $165,335+131.4% | $149,696+155.6% | $158,922+140.7% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 19.92% | 348.15%-328.2pp | 276.60%-256.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,472 | $5,103-71.2% | $4,644-68.3% | $4,761-69.1% |
| Participant deferral / active EE | $3,739 | $7,181-47.9% | $6,842-45.3% | $5,982-37.5% |
| Admin fee / account holder | $135,171 | $10,807+1150.8% | $9,309+1352.1% | $11,246+1102.0% |