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 | $268,685 | $102,966+160.9% | $90,281+197.6% | $152,861+75.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 19.66% | 95.16%-75.5pp | 78.10%-58.4pp | 345.32%-325.7pp |
| Employer contribution / active EE | $6,611 | $3,139+110.6% | $2,854+131.6% | $4,762+38.8% |
| Participant deferral / active EE | $10,490 | $4,281+145.0% | $3,885+170.0% | $5,850+79.3% |
| Admin fee / account holder | $132,798 | $6,171+2052.1% | $5,351+2381.6% | $11,596+1045.2% |