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 | $998,967 | $107,334+830.7% | $92,893+975.4% | $152,861+553.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 20.33% | 145.58%-125.3pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $16,859 | $4,221+299.4% | $3,653+361.6% | $4,762+254.0% |
| Participant deferral / active EE | $20,739 | $4,845+328.1% | $4,236+389.6% | $5,850+254.5% |
| Admin fee / account holder | $11,642 | $7,079+64.5% | $5,794+100.9% | $11,596+0.4% |