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 | $458,671 | $142,405+222.1% | $115,157+298.3% | $152,861+200.1% |
| Participation rate | 12.5% | 82.4%-69.9pp | 75.9%-63.4pp | 82.4%-69.9pp |
| Annual return | 23.67% | 41.48%-17.8pp | 35.60%-11.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,677 | $4,010-8.3% | $3,179+15.7% | $4,762-22.8% |
| Participant deferral / active EE | $8,587 | $5,164+66.3% | $4,168+106.0% | $5,850+46.8% |
| Admin fee / account holder | $19,196 | $8,462+126.9% | $7,088+170.8% | $11,596+65.5% |