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 | $333,590 | $117,983+182.7% | $101,794+227.7% | $142,382+134.3% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.2%-15.9pp | 80.1%-26.8pp |
| Annual return | 18.40% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,541 | $2,773-44.4% | $2,289-32.7% | $4,299-64.2% |
| Participant deferral / active EE | $6,220 | $4,714+32.0% | $4,084+52.3% | $6,507-4.4% |
| Admin fee / account holder | $2,750 | $10,433-73.6% | $8,777-68.7% | $12,624-78.2% |