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 | $497,974 | $108,919+357.2% | $100,391+396.0% | $145,922+241.3% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 11.59% | 57.88%-46.3pp | 49.20%-37.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $4,595 | $4,419+4.0% | $3,942+16.6% | $4,660-1.4% |
| Participant deferral / active EE | $9,094 | $8,445+7.7% | $8,082+12.5% | $6,688+36.0% |
| Admin fee / account holder | $6,165 | $9,689-36.4% | $7,899-22.0% | $13,397-54.0% |