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 | $467,269 | $163,101+186.5% | $136,749+241.7% | $142,382+228.2% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 13.37% | 27.54%-14.2pp | 24.33%-11.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $4,650 | $4,117+13.0% | $3,400+36.8% | $4,299+8.2% |
| Participant deferral / active EE | $4,315 | $5,585-22.7% | $4,692-8.0% | $6,507-33.7% |
| Admin fee / account holder | $306,466 | $14,318+2040.4% | $11,386+2591.6% | $12,624+2327.7% |