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 | $385,577 | $115,882+232.7% | $100,516+283.6% | $158,922+142.6% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 12.81% | 34.79%-22.0pp | 30.89%-18.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $14,945 | $4,103+264.2% | $3,418+337.3% | $4,761+213.9% |
| Participant deferral / active EE | $12,480 | $6,674+87.0% | $6,270+99.0% | $5,982+108.6% |
| Admin fee / account holder | $35,839 | $10,995+225.9% | $8,081+343.5% | $11,246+218.7% |