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 | $788,909 | $127,065+520.9% | $113,168+597.1% | $142,382+454.1% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 27.31% | 24.03%+3.3pp | 24.27%+3.0pp | 217.08%-189.8pp |
| Employer contribution / active EE | $874 | $3,442-74.6% | $2,975-70.6% | $4,299-79.7% |
| Participant deferral / active EE | $2,203 | $5,716-61.5% | $5,107-56.9% | $6,507-66.1% |
| Admin fee / account holder | $32,107 | $15,736+104.0% | $12,068+166.1% | $12,624+154.3% |