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 7-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 | $379,686 | $214,378+77.1% | $200,582+89.3% | $142,382+166.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 13.83% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,307 | $6,841-37.0% | $6,419-32.9% | $4,299+0.2% |
| Participant deferral / active EE | $18,167 | $9,865+84.2% | $9,331+94.7% | $6,507+179.2% |
| Admin fee / account holder | $202,900 | $17,692+1046.8% | $16,305+1144.4% | $12,624+1507.3% |