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 | $395,847 | $95,266+315.5% | $82,389+380.5% | $142,382+178.0% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 12.02% | 25.74%-13.7pp | 28.67%-16.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,343 | $2,991-55.1% | $2,517-46.6% | $4,299-68.8% |
| Participant deferral / active EE | $2,229 | $4,809-53.7% | $4,155-46.4% | $6,507-65.8% |
| Admin fee / account holder | $2,964 | $8,563-65.4% | $7,231-59.0% | $12,624-76.5% |