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 | $387,382 | $107,334+260.9% | $92,893+317.0% | $152,861+153.4% |
| Participation rate | 34.8% | 79.8%-45.0pp | 76.0%-41.2pp | 82.4%-47.7pp |
| Annual return | 18.21% | 145.58%-127.4pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,848 | $4,221-56.2% | $3,653-49.4% | $4,762-61.2% |
| Participant deferral / active EE | $4,476 | $4,845-7.6% | $4,236+5.7% | $5,850-23.5% |
| Admin fee / account holder | $6,055 | $7,079-14.5% | $5,794+4.5% | $11,596-47.8% |