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 | $250,284 | $91,538+173.4% | $129,995+92.5% | $75,163+233.0% |
| Participation rate | 24.0% | 71.4%-47.4pp | 78.5%-54.5pp | 67.2%-43.2pp |
| Annual return | 22.51% | -631.11%+653.6pp | -137.18%+159.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $773 | $2,845-72.8% | $4,320-82.1% | $2,670-71.0% |
| Participant deferral / active EE | $2,357 | $4,341-45.7% | $5,820-59.5% | $4,125-42.9% |
| Admin fee / account holder | $2,067 | $6,790-69.6% | $10,614-80.5% | $5,651-63.4% |