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 | $276,738 | $102,966+168.8% | $90,281+206.5% | $152,861+81.0% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.4%-38.0pp |
| Annual return | 21.51% | 95.16%-73.7pp | 78.10%-56.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,003 | $3,139-68.0% | $2,854-64.9% | $4,762-78.9% |
| Participant deferral / active EE | $4,452 | $4,281+4.0% | $3,885+14.6% | $5,850-23.9% |
| Admin fee / account holder | $2,258 | $6,171-63.4% | $5,351-57.8% | $11,596-80.5% |