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 | $253,812 | $106,890+137.5% | $84,015+202.1% | $152,861+66.0% |
| Participation rate | 36.4% | 75.2%-38.9pp | 69.0%-32.6pp | 82.4%-46.1pp |
| Annual return | 20.64% | 104.99%-84.3pp | 71.31%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,246 | $2,734+55.3% | $1,983+114.1% | $4,762-10.8% |
| Participant deferral / active EE | $6,329 | $4,011+57.8% | $3,239+95.4% | $5,850+8.2% |
| Admin fee / account holder | $4,671 | $8,285-43.6% | $6,101-23.4% | $11,596-59.7% |