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 | $450,629 | $112,729+299.7% | $98,716+356.5% | $137,256+228.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 16.95% | 38.48%-21.5pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,747 | $2,725-35.9% | $2,279-23.3% | $4,156-58.0% |
| Participant deferral / active EE | $7,933 | $4,640+71.0% | $4,048+96.0% | $6,407+23.8% |
| Admin fee / account holder | $13,255 | $10,129+30.9% | $8,703+52.3% | $12,270+8.0% |