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 | $257,653 | $68,547+275.9% | $120,354+114.1% | $80,856+218.7% |
| Participation rate | 0.0% | 61.6%-61.6pp | 71.9%-71.9pp | 67.6%-67.6pp |
| Annual return | 13.04% | 23.60%-10.6pp | 107.15%-94.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,325 | $2,051+110.9% | $3,463+24.9% | $2,755+57.0% |
| Participant deferral / active EE | $4,162 | $3,173+31.2% | $4,991-16.6% | $4,296-3.1% |
| Admin fee / account holder | $11,610 | $5,732+102.5% | $9,423+23.2% | $6,918+67.8% |