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 8-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 | $284,630 | $29,660+859.7% | $56,411+404.6% | $80,856+252.0% |
| Participation rate | 5.4% | 41.6%-36.2pp | 52.5%-47.1pp | 67.6%-62.2pp |
| Annual return | 14.80% | 35.23%-20.4pp | 1701.33%-1686.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $298 | $669-55.4% | $1,039-71.3% | $2,755-89.2% |
| Participant deferral / active EE | $1,446 | $1,226+17.9% | $1,952-25.9% | $4,296-66.3% |
| Admin fee / account holder | $2,968 | $2,428+22.3% | $2,829+4.9% | $6,918-57.1% |