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 | $264,644 | $124,319+112.9% | $111,297+137.8% | $167,490+58.0% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 19.99% | 37.44%-17.4pp | 54.65%-34.7pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,241 | $3,435-63.9% | $2,731-54.6% | $4,837-74.3% |
| Participant deferral / active EE | $1,905 | $5,180-63.2% | $4,487-57.6% | $6,341-70.0% |
| Admin fee / account holder | $5,206 | $10,618-51.0% | $7,964-34.6% | $12,309-57.7% |