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 | $403,866 | $117,983+242.3% | $101,794+296.7% | $142,382+183.6% |
| Participation rate | 47.1% | 74.2%-27.2pp | 69.2%-22.1pp | 80.1%-33.1pp |
| Annual return | 18.05% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,105 | $2,773-60.1% | $2,289-51.7% | $4,299-74.3% |
| Participant deferral / active EE | $3,638 | $4,714-22.8% | $4,084-10.9% | $6,507-44.1% |
| Admin fee / account holder | $2,576 | $10,433-75.3% | $8,777-70.7% | $12,624-79.6% |