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 | $254,873 | $105,931+140.6% | $81,930+211.1% | $158,922+60.4% |
| Participation rate | 63.6% | 75.6%-12.0pp | 72.0%-8.4pp | 82.0%-18.3pp |
| Annual return | 20.02% | 38.17%-18.2pp | 29.49%-9.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,359 | $7,800-82.6% | $4,310-68.5% | $4,761-71.5% |
| Participant deferral / active EE | $3,740 | $13,003-71.2% | $7,107-47.4% | $5,982-37.5% |
| Admin fee / account holder | $6,831 | $8,489-19.5% | $5,158+32.4% | $11,246-39.3% |