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 | $332,666 | $114,381+190.8% | $107,525+209.4% | $142,382+133.6% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 13.37% | 242.71%-229.3pp | 181.32%-168.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $969 | $4,015-75.9% | $3,754-74.2% | $4,299-77.5% |
| Participant deferral / active EE | $6,056 | $5,564+8.8% | $5,116+18.4% | $6,507-6.9% |
| Admin fee / account holder | $5,720 | $9,860-42.0% | $8,919-35.9% | $12,624-54.7% |