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 | $268,367 | $99,877+168.7% | $84,966+215.9% | $145,922+83.9% |
| Participation rate | 69.2% | 74.1%-4.9pp | 67.5%+1.7pp | 80.3%-11.0pp |
| Annual return | 8.39% | 83.76%-75.4pp | 66.38%-58.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $7,100 | $3,231+119.7% | $2,727+160.3% | $4,660+52.4% |
| Participant deferral / active EE | $4,724 | $5,291-10.7% | $4,519+4.5% | $6,688-29.4% |
| Admin fee / account holder | $243,044 | $7,248+3253.3% | $6,149+3852.7% | $13,397+1714.2% |