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 9-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 | $547,109 | $111,814+389.3% | $93,654+484.2% | $145,959+274.8% |
| Participation rate | 68.2% | 74.2%-6.0pp | 68.7%-0.5pp | 80.3%-12.1pp |
| Annual return | 15.09% | 203.30%-188.2pp | 133.34%-118.3pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,591 | $3,092-48.5% | $2,421-34.3% | $4,661-65.9% |
| Participant deferral / active EE | $3,195 | $4,914-35.0% | $4,413-27.6% | $6,689-52.2% |
| Admin fee / account holder | $2,186 | $10,246-78.7% | $8,282-73.6% | $13,398-83.7% |