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 | $368,116 | $102,317+259.8% | $146,958+150.5% | $80,856+355.3% |
| Participation rate | 63.4% | 75.8%-12.4pp | 82.2%-18.7pp | 67.6%-4.2pp |
| Annual return | 17.44% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,550 | $3,713+22.5% | $4,933-7.8% | $2,755+65.2% |
| Participant deferral / active EE | $10,256 | $6,644+54.4% | $8,070+27.1% | $4,296+138.7% |
| Admin fee / account holder | $11,439 | $7,941+44.0% | $12,998-12.0% | $6,918+65.4% |