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 | $316,663 | $78,672+302.5% | $109,143+190.1% | $85,850+268.9% |
| Participation rate | 68.8% | 68.3%+0.5pp | 75.9%-7.1pp | 69.3%-0.6pp |
| Annual return | 22.84% | 25.09%-2.2pp | 25.75%-2.9pp | 318.53%-295.7pp |
| Employer contribution / active EE | $4,300 | $2,735+57.2% | $3,722+15.5% | $2,565+67.6% |
| Participant deferral / active EE | $9,194 | $3,467+165.2% | $4,653+97.6% | $3,952+132.7% |
| Admin fee / account holder | $11,887 | $5,469+117.3% | $6,752+76.0% | $6,260+89.9% |