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 | $390,015 | $165,335+135.9% | $149,696+160.5% | $158,922+145.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 23.92% | 348.15%-324.2pp | 276.60%-252.7pp | 302.83%-278.9pp |
| Employer contribution / active EE | $11,000 | $5,103+115.6% | $4,644+136.9% | $4,761+131.0% |
| Participant deferral / active EE | $3,333 | $7,181-53.6% | $6,842-51.3% | $5,982-44.3% |
| Admin fee / account holder | $2,644 | $10,807-75.5% | $9,309-71.6% | $11,246-76.5% |