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 | $731,501 | $88,707+724.6% | $74,183+886.1% | $273,961+167.0% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 13.55% | 11.94%+1.6pp | 17.74%-4.2pp | 41.45%-27.9pp |
| Employer contribution / active EE | $13,052 | $3,159+313.1% | $2,370+450.7% | $4,869+168.1% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,296 | $8,717+29.6% | $5,586+102.2% | $10,132+11.5% |