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 3-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 | $283,722 | $112,096+153.1% | $95,952+195.7% | $158,922+78.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 9.32% | 171.09%-161.8pp | 91.61%-82.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,528 | $3,198-52.2% | $2,541-39.9% | $4,761-67.9% |
| Participant deferral / active EE | $5,907 | $4,784+23.5% | $4,167+41.7% | $5,982-1.3% |
| Admin fee / account holder | $8,096 | $10,130-20.1% | $6,795+19.1% | $11,246-28.0% |