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 | $372,208 | $117,983+215.5% | $101,794+265.6% | $142,382+161.4% |
| Participation rate | 34.8% | 74.2%-39.4pp | 69.2%-34.4pp | 80.1%-45.3pp |
| Annual return | 14.84% | 36.92%-22.1pp | 30.53%-15.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,851 | $2,773-33.2% | $2,289-19.1% | $4,299-56.9% |
| Participant deferral / active EE | $4,358 | $4,714-7.5% | $4,084+6.7% | $6,507-33.0% |
| Admin fee / account holder | $2,680 | $10,433-74.3% | $8,777-69.5% | $12,624-78.8% |