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 | $979,802 | $172,111+469.3% | $150,298+551.9% | $137,256+613.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 32.03% | 69.37%-37.3pp | 62.79%-30.8pp | 220.34%-188.3pp |
| Employer contribution / active EE | $2,315 | $4,636-50.1% | $4,154-44.3% | $4,156-44.3% |
| Participant deferral / active EE | $4,228 | $6,166-31.4% | $5,453-22.5% | $6,407-34.0% |
| Admin fee / account holder | $19,741 | $16,471+19.9% | $14,116+39.8% | $12,270+60.9% |