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 | $525,607 | $159,602+229.3% | $150,045+250.3% | $142,382+269.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 22.76% | 70.24%-47.5pp | 62.55%-39.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $14,925 | $4,961+200.9% | $4,693+218.0% | $4,299+247.2% |
| Participant deferral / active EE | $9,360 | $8,310+12.6% | $7,997+17.0% | $6,507+43.8% |
| Admin fee / account holder | $7,318 | $14,846-50.7% | $13,435-45.5% | $12,624-42.0% |