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 | $343,154 | $185,822+84.7% | $169,993+101.9% | $139,434+146.1% |
| Participation rate | 28.6% | 87.8%-59.2pp | 87.0%-58.4pp | 80.3%-51.7pp |
| Annual return | 18.96% | 60.50%-41.5pp | 53.37%-34.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $9,263 | $7,590+22.0% | $6,785+36.5% | $4,751+95.0% |
| Participant deferral / active EE | $10,676 | $11,622-8.1% | $10,408+2.6% | $6,710+59.1% |
| Admin fee / account holder | $35,178 | $15,381+128.7% | $12,815+174.5% | $11,403+208.5% |