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 | $297,029 | $78,672+277.6% | $109,143+172.1% | $85,850+246.0% |
| Participation rate | 45.2% | 68.3%-23.1pp | 75.9%-30.7pp | 69.3%-24.2pp |
| Annual return | 17.08% | 25.09%-8.0pp | 25.75%-8.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,692 | $2,735-1.6% | $3,722-27.7% | $2,565+5.0% |
| Participant deferral / active EE | $7,208 | $3,467+107.9% | $4,653+54.9% | $3,952+82.4% |
| Admin fee / account holder | $5,145 | $5,469-5.9% | $6,752-23.8% | $6,260-17.8% |