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 9-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 | $253,527 | $74,927+238.4% | $101,794+149.1% | $84,808+198.9% |
| Participation rate | 5.9% | 61.4%-55.5pp | 69.2%-63.3pp | 68.3%-62.4pp |
| Annual return | 15.68% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,157 | $1,522-24.0% | $2,289-49.5% | $2,631-56.0% |
| Participant deferral / active EE | $4,112 | $3,099+32.7% | $4,084+0.7% | $4,212-2.4% |
| Admin fee / account holder | $21,247 | $6,514+226.2% | $8,777+142.1% | $7,344+189.3% |