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 | $264,161 | $113,339+133.1% | $94,993+178.1% | $147,584+79.0% |
| Participation rate | 66.7% | 78.0%-11.3pp | 73.9%-7.2pp | 82.8%-16.2pp |
| Annual return | 20.23% | 20.77%-0.5pp | 27.12%-6.9pp | 578.55%-558.3pp |
| Employer contribution / active EE | $1,891 | $3,160-40.2% | $2,603-27.4% | $4,876-61.2% |
| Participant deferral / active EE | $6,382 | $3,777+69.0% | $3,317+92.4% | $5,439+17.3% |
| Admin fee / account holder | $2,416 | $6,063-60.1% | $4,960-51.3% | $10,885-77.8% |