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 | $338,614 | $104,907+222.8% | $84,611+300.2% | $152,861+121.5% |
| Participation rate | 68.2% | 74.8%-6.6pp | 68.2%-0.1pp | 82.4%-14.3pp |
| Annual return | 17.15% | 373.79%-356.6pp | 258.74%-241.6pp | 345.32%-328.2pp |
| Employer contribution / active EE | $6,087 | $3,302+84.4% | $2,652+129.5% | $4,762+27.8% |
| Participant deferral / active EE | $4,796 | $4,688+2.3% | $3,899+23.0% | $5,850-18.0% |
| Admin fee / account holder | $106,683 | $6,241+1609.4% | $4,912+2071.8% | $11,596+820.0% |