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 | $338,994 | $154,117+120.0% | $129,995+160.8% | $139,434+143.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 16.73% | 32.48%-15.7pp | -137.18%+153.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,045 | $5,289-42.4% | $4,320-29.5% | $4,751-35.9% |
| Participant deferral / active EE | $10,127 | $6,710+50.9% | $5,820+74.0% | $6,710+50.9% |
| Admin fee / account holder | $1,150 | $14,007-91.8% | $10,614-89.2% | $11,403-89.9% |