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 | $384,265 | $162,781+136.1% | $133,956+186.9% | $158,922+141.8% |
| Participation rate | 20.0% | 83.2%-63.2pp | 79.8%-59.8pp | 82.0%-62.0pp |
| Annual return | 22.82% | 41.94%-19.1pp | 45.09%-22.3pp | 302.83%-280.0pp |
| Employer contribution / active EE | $970 | $4,975-80.5% | $3,919-75.2% | $4,761-79.6% |
| Participant deferral / active EE | $4,075 | $5,911-31.1% | $5,048-19.3% | $5,982-31.9% |
| Admin fee / account holder | $1,463 | $11,736-87.5% | $8,927-83.6% | $11,246-87.0% |