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 9-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 | $279,770 | $121,625+130.0% | $104,607+167.4% | $158,922+76.0% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 19.86% | 465.26%-445.4pp | 340.46%-320.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,501 | $3,163-52.5% | $2,681-44.0% | $4,761-68.5% |
| Participant deferral / active EE | $6,660 | $4,177+59.4% | $3,740+78.1% | $5,982+11.3% |
| Admin fee / account holder | $4,461 | $7,787-42.7% | $6,473-31.1% | $11,246-60.3% |