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 | $303,937 | $62,573+385.7% | $85,682+254.7% | $85,850+254.0% |
| Participation rate | 46.6% | 61.1%-14.6pp | 69.9%-23.3pp | 69.3%-22.8pp |
| Annual return | 17.81% | 23.77%-6.0pp | 21.49%-3.7pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,307 | $1,757-25.6% | $2,618-50.1% | $2,565-49.0% |
| Participant deferral / active EE | $2,946 | $2,802+5.1% | $3,923-24.9% | $3,952-25.4% |
| Admin fee / account holder | $11,308 | $4,640+143.7% | $6,873+64.5% | $6,260+80.6% |