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 | $448,686 | $214,378+109.3% | $200,582+123.7% | $142,382+215.1% |
| Participation rate | 56.3% | 87.4%-31.2pp | 86.9%-30.6pp | 80.1%-23.9pp |
| Annual return | 31.53% | 46.41%-14.9pp | 42.33%-10.8pp | 217.08%-185.5pp |
| Employer contribution / active EE | $3,905 | $6,841-42.9% | $6,419-39.2% | $4,299-9.2% |
| Participant deferral / active EE | $9,278 | $9,865-5.9% | $9,331-0.6% | $6,507+42.6% |
| Admin fee / account holder | $21,005 | $17,692+18.7% | $16,305+28.8% | $12,624+66.4% |