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 | $384,232 | $109,327+251.5% | $89,391+329.8% | $158,922+141.8% |
| Participation rate | 63.6% | 74.3%-10.6pp | 68.0%-4.3pp | 82.0%-18.3pp |
| Annual return | 11.37% | 345.68%-334.3pp | 245.62%-234.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $6,042 | $3,170+90.6% | $2,586+133.7% | $4,761+26.9% |
| Participant deferral / active EE | $4,772 | $4,598+3.8% | $3,890+22.7% | $5,982-20.2% |
| Admin fee / account holder | $6,097 | $6,153-0.9% | $4,881+24.9% | $11,246-45.8% |