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 | $266,312 | $72,012+269.8% | $185,823+43.3% | $79,858+233.5% |
| Participation rate | 61.8% | 65.8%-3.9pp | 78.0%-16.2pp | 69.6%-7.8pp |
| Annual return | 13.08% | 23.12%-10.0pp | 35.95%-22.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,127 | $1,965-42.7% | $4,087-72.4% | $2,471-54.4% |
| Participant deferral / active EE | $4,657 | $3,779+23.2% | $5,632-17.3% | $3,740+24.5% |
| Admin fee / account holder | $5,041 | $4,513+11.7% | $9,500-46.9% | $5,306-5.0% |