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 | $400,140 | $118,450+237.8% | $98,439+306.5% | $139,434+187.0% |
| Participation rate | 28.6% | 77.4%-48.9pp | 75.2%-46.6pp | 80.3%-51.7pp |
| Annual return | 22.88% | 18.94%+3.9pp | 21.16%+1.7pp | 372.94%-350.1pp |
| Employer contribution / active EE | $768 | $3,609-78.7% | $3,048-74.8% | $4,751-83.8% |
| Participant deferral / active EE | $5,803 | $5,392+7.6% | $4,738+22.5% | $6,710-13.5% |
| Admin fee / account holder | $3,317 | $14,026-76.4% | $8,948-62.9% | $11,403-70.9% |