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 | $343,482 | $154,117+122.9% | $129,995+164.2% | $139,434+146.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 19.76% | 32.48%-12.7pp | -137.18%+156.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $3,991 | $5,289-24.5% | $4,320-7.6% | $4,751-16.0% |
| Participant deferral / active EE | $6,883 | $6,710+2.6% | $5,820+18.3% | $6,710+2.6% |
| Admin fee / account holder | $8,220 | $14,007-41.3% | $10,614-22.6% | $11,403-27.9% |