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 | $435,717 | $97,125+348.6% | $86,233+405.3% | $137,256+217.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 19.44% | 74.19%-54.7pp | 61.39%-41.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,133 | $2,841-60.1% | $2,504-54.8% | $4,156-72.7% |
| Participant deferral / active EE | $4,249 | $5,180-18.0% | $4,559-6.8% | $6,407-33.7% |
| Admin fee / account holder | $3,569 | $9,725-63.3% | $8,342-57.2% | $12,270-70.9% |