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 7-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 | $329,854 | $157,256+109.8% | $141,162+133.7% | $152,861+115.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 22.75% | 64.32%-41.6pp | 71.39%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,165 | $5,261-77.9% | $4,735-75.4% | $4,762-75.5% |
| Participant deferral / active EE | $7,570 | $7,109+6.5% | $6,709+12.8% | $5,850+29.4% |
| Admin fee / account holder | $1,996 | $12,120-83.5% | $10,261-80.6% | $11,596-82.8% |