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 | $780,463 | $214,378+264.1% | $200,582+289.1% | $142,382+448.1% |
| Participation rate | 27.3% | 87.4%-60.2pp | 86.9%-59.6pp | 80.1%-52.8pp |
| Annual return | 19.46% | 46.41%-26.9pp | 42.33%-22.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $10,012 | $6,841+46.3% | $6,419+56.0% | $4,299+132.9% |
| Participant deferral / active EE | $12,474 | $9,865+26.4% | $9,331+33.7% | $6,507+91.7% |
| Admin fee / account holder | $424,643 | $17,692+2300.2% | $16,305+2504.4% | $12,624+3263.9% |