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 | $391,964 | $99,877+292.4% | $84,966+361.3% | $145,922+168.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 11.09% | 83.76%-72.7pp | 66.38%-55.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $4,436 | $3,231+37.3% | $2,727+62.7% | $4,660-4.8% |
| Participant deferral / active EE | $6,903 | $5,291+30.5% | $4,519+52.7% | $6,688+3.2% |
| Admin fee / account holder | $37,460 | $7,248+416.8% | $6,149+509.2% | $13,397+179.6% |