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 | $349,662 | $98,750+254.1% | $149,696+133.6% | $79,858+337.9% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.5%-38.5pp | 69.6%-25.6pp |
| Annual return | 14.47% | 27.43%-13.0pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,431 | $3,216-55.5% | $4,644-69.2% | $2,471-42.1% |
| Participant deferral / active EE | $3,055 | $5,680-46.2% | $6,842-55.3% | $3,740-18.3% |
| Admin fee / account holder | $5,708 | $6,053-5.7% | $9,309-38.7% | $5,306+7.6% |