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 | $297,092 | $109,982+170.1% | $97,226+205.6% | $145,922+103.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 14.09% | 242.90%-228.8pp | 75.13%-61.0pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,130 | $3,084+33.9% | $2,729+51.4% | $4,660-11.4% |
| Participant deferral / active EE | $6,492 | $4,676+38.9% | $4,264+52.3% | $6,688-2.9% |
| Admin fee / account holder | $14,891 | $6,221+139.4% | $5,654+163.4% | $13,397+11.1% |