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 | $258,939 | $140,940+83.7% | $112,229+130.7% | $139,434+85.7% |
| Participation rate | 33.3% | 79.2%-45.9pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 15.13% | 32.71%-17.6pp | 30.20%-15.1pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,513 | $4,283-64.7% | $3,430-55.9% | $4,751-68.2% |
| Participant deferral / active EE | $2,240 | $5,874-61.9% | $4,798-53.3% | $6,710-66.6% |
| Admin fee / account holder | $2,655 | $9,954-73.3% | $7,748-65.7% | $11,403-76.7% |