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 | $254,151 | $96,635+163.0% | $86,612+193.4% | $139,434+82.3% |
| Participation rate | 61.5% | 74.4%-12.9pp | 71.7%-10.2pp | 80.3%-18.8pp |
| Annual return | 26.15% | 106.41%-80.3pp | 591.07%-564.9pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,251 | $3,263-61.7% | $3,022-58.6% | $4,751-73.7% |
| Participant deferral / active EE | $2,951 | $4,836-39.0% | $4,438-33.5% | $6,710-56.0% |
| Admin fee / account holder | $14,449 | $6,408+125.5% | $5,614+157.4% | $11,403+26.7% |