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 | $254,957 | $111,724+128.2% | $93,606+172.4% | $145,922+74.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 20.33% | 202.98%-182.6pp | 133.20%-112.9pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,175 | $3,090-29.6% | $2,420-10.1% | $4,660-53.3% |
| Participant deferral / active EE | $5,962 | $4,912+21.4% | $4,411+35.2% | $6,688-10.9% |
| Admin fee / account holder | $5,887 | $10,250-42.6% | $8,285-28.9% | $13,397-56.1% |