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 | $324,611 | $152,587+112.7% | $125,175+159.3% | $152,861+112.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 23.93% | 54.84%-30.9pp | 43.79%-19.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,831 | $4,946-63.0% | $3,865-52.6% | $4,762-61.6% |
| Participant deferral / active EE | $8,471 | $5,868+44.4% | $4,937+71.6% | $5,850+44.8% |
| Admin fee / account holder | $83,945 | $13,434+524.9% | $9,702+765.2% | $11,596+623.9% |