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 | $262,613 | $95,561+174.8% | $77,163+240.3% | $139,434+88.3% |
| Participation rate | 58.3% | 73.9%-15.6pp | 69.6%-11.2pp | 80.3%-22.0pp |
| Annual return | 16.47% | 54.92%-38.5pp | 37.87%-21.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,624 | $3,147-48.4% | $2,535-35.9% | $4,751-65.8% |
| Participant deferral / active EE | $3,002 | $4,624-35.1% | $3,833-21.7% | $6,710-55.3% |
| Admin fee / account holder | $8,781 | $8,295+5.9% | $5,472+60.5% | $11,403-23.0% |