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 | $504,310 | $72,071+599.7% | $68,368+637.6% | $137,256+267.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.90% | 353.14%-339.2pp | 292.57%-278.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $11,436 | $2,788+310.2% | $2,649+331.7% | $4,156+175.2% |
| Participant deferral / active EE | $10,520 | $4,410+138.6% | $4,123+155.2% | $6,407+64.2% |
| Admin fee / account holder | $3,912 | $5,336-26.7% | $5,150-24.0% | $12,270-68.1% |