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 | $410,213 | $175,202+134.1% | $149,673+174.1% | $139,434+194.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.77% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,720 | $5,474-50.3% | $4,818-43.6% | $4,751-42.8% |
| Participant deferral / active EE | $11,208 | $6,519+71.9% | $5,680+97.3% | $6,710+67.0% |
| Admin fee / account holder | $16,111 | $16,150-0.2% | $13,210+22.0% | $11,403+41.3% |