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 | $268,402 | $110,261+143.4% | $95,745+180.3% | $139,434+92.5% |
| Participation rate | 58.3% | 75.8%-17.4pp | 72.3%-13.9pp | 80.3%-22.0pp |
| Annual return | 9.82% | 27.11%-17.3pp | 28.35%-18.5pp | 372.94%-363.1pp |
| Employer contribution / active EE | $1,659 | $3,257-49.1% | $2,835-41.5% | $4,751-65.1% |
| Participant deferral / active EE | $7,317 | $4,676+56.5% | $4,245+72.4% | $6,710+9.0% |
| Admin fee / account holder | $13,043 | $6,613+97.2% | $5,678+129.7% | $11,403+14.4% |