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 | $340,644 | $89,753+279.5% | $107,525+216.8% | $84,808+301.7% |
| Participation rate | 45.2% | 68.1%-22.9pp | 75.1%-29.9pp | 68.3%-23.1pp |
| Annual return | 13.07% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,628 | $3,113-15.6% | $3,754-30.0% | $2,631-0.1% |
| Participant deferral / active EE | $5,137 | $4,056+26.6% | $5,116+0.4% | $4,212+22.0% |
| Admin fee / account holder | $21,624 | $7,222+199.4% | $8,919+142.5% | $7,344+194.4% |