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 | $252,326 | $107,334+135.1% | $92,893+171.6% | $152,861+65.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 25.01% | 145.58%-120.6pp | 109.41%-84.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $3,893 | $4,221-7.8% | $3,653+6.6% | $4,762-18.2% |
| Participant deferral / active EE | $10,788 | $4,845+122.7% | $4,236+154.7% | $5,850+84.4% |
| Admin fee / account holder | $3,514 | $7,079-50.4% | $5,794-39.4% | $11,596-69.7% |