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 | $455,318 | $97,125+368.8% | $86,233+428.0% | $137,256+231.7% |
| Participation rate | 68.8% | 74.2%-5.4pp | 69.0%-0.3pp | 80.0%-11.2pp |
| Annual return | 17.98% | 74.19%-56.2pp | 61.39%-43.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $14,802 | $2,841+421.0% | $2,504+491.0% | $4,156+256.2% |
| Participant deferral / active EE | $8,217 | $5,180+58.6% | $4,559+80.2% | $6,407+28.2% |
| Admin fee / account holder | $5,432 | $9,725-44.1% | $8,342-34.9% | $12,270-55.7% |