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 6-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 | $324,169 | $124,281+160.8% | $109,143+197.0% | $167,490+93.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 37.65% | 26.04%+11.6pp | 25.75%+11.9pp | 478.56%-440.9pp |
| Employer contribution / active EE | $3,251 | $4,207-22.7% | $3,722-12.7% | $4,837-32.8% |
| Participant deferral / active EE | $12,058 | $5,255+129.4% | $4,653+159.1% | $6,341+90.1% |
| Admin fee / account holder | $2,604 | $7,970-67.3% | $6,752-61.4% | $12,309-78.8% |