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 | $477,604 | $183,519+160.2% | $155,509+207.1% | $145,922+227.3% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.6pp | 80.3%-18.7pp |
| Annual return | 17.67% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.6pp |
| Employer contribution / active EE | $28,970 | $5,313+445.3% | $4,672+520.0% | $4,660+521.7% |
| Participant deferral / active EE | $15,074 | $6,462+133.3% | $5,626+167.9% | $6,688+125.4% |
| Admin fee / account holder | $179,006 | $19,313+826.9% | $15,912+1025.0% | $13,397+1236.2% |