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 | $372,690 | $100,773+269.8% | $88,946+319.0% | $142,382+161.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 19.97% | 70.18%-50.2pp | 57.82%-37.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,187 | $2,918+43.5% | $2,555+63.9% | $4,299-2.6% |
| Participant deferral / active EE | $10,466 | $5,230+100.1% | $4,581+128.5% | $6,507+60.8% |
| Admin fee / account holder | $102,291 | $9,693+955.3% | $8,261+1138.3% | $12,624+710.3% |