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 | $260,855 | $52,406+397.8% | $129,207+101.9% | $74,495+250.2% |
| Participation rate | 48.0% | 53.8%-5.8pp | 69.6%-21.6pp | 67.2%-19.2pp |
| Annual return | 13.97% | 15.66%-1.7pp | 9417.33%-9403.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,209 | $1,531+44.3% | $4,153-46.8% | $2,623-15.8% |
| Participant deferral / active EE | $4,408 | $2,794+57.7% | $4,168+5.8% | $4,346+1.4% |
| Admin fee / account holder | $40,983 | $2,633+1456.6% | $7,715+431.2% | $1,942+2010.6% |