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 6-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 | $370,735 | $149,040+148.7% | $120,225+208.4% | $137,256+170.1% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 17.97% | 605.68%-587.7pp | 439.23%-421.3pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,760 | $4,350-59.5% | $3,475-49.4% | $4,156-57.7% |
| Participant deferral / active EE | $14,702 | $4,655+215.9% | $3,999+267.7% | $6,407+129.5% |
| Admin fee / account holder | $3,948 | $6,348-37.8% | $5,696-30.7% | $12,270-67.8% |