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 | $306,835 | $96,305+218.6% | $80,569+280.8% | $139,434+120.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 15.44% | 1350.08%-1334.6pp | 935.43%-920.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $4,027 | $3,262+23.4% | $2,723+47.9% | $4,751-15.2% |
| Participant deferral / active EE | $6,068 | $5,232+16.0% | $4,447+36.4% | $6,710-9.6% |
| Admin fee / account holder | $8,730 | $6,599+32.3% | $5,377+62.3% | $11,403-23.4% |