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 | $257,940 | $172,111+49.9% | $150,298+71.6% | $137,256+87.9% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 18.61% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,902 | $4,636-59.0% | $4,154-54.2% | $4,156-54.2% |
| Participant deferral / active EE | $6,198 | $6,166+0.5% | $5,453+13.7% | $6,407-3.3% |
| Admin fee / account holder | $5,494 | $16,471-66.6% | $14,116-61.1% | $12,270-55.2% |