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 | $275,847 | $106,890+158.1% | $84,015+228.3% | $152,861+80.5% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 13.33% | 104.99%-91.7pp | 71.31%-58.0pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,684 | $2,734-38.4% | $1,983-15.1% | $4,762-64.6% |
| Participant deferral / active EE | $4,733 | $4,011+18.0% | $3,239+46.1% | $5,850-19.1% |
| Admin fee / account holder | $356 | $8,285-95.7% | $6,101-94.2% | $11,596-96.9% |