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 | $325,906 | $148,534+119.4% | $135,903+139.8% | $139,434+133.7% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.3pp | 80.3%-10.8pp |
| Annual return | 25.27% | 79.19%-53.9pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,530 | $5,243-70.8% | $4,856-68.5% | $4,751-67.8% |
| Participant deferral / active EE | $4,289 | $8,100-47.1% | $7,758-44.7% | $6,710-36.1% |
| Admin fee / account holder | $62,192 | $12,400+401.6% | $10,762+477.9% | $11,403+445.4% |