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 | $324,073 | $111,535+190.6% | $105,223+208.0% | $137,256+136.1% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 80.0%-33.3pp |
| Annual return | 16.79% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,470 | $3,939-11.9% | $3,689-5.9% | $4,156-16.5% |
| Participant deferral / active EE | $9,207 | $5,500+67.4% | $5,072+81.5% | $6,407+43.7% |
| Admin fee / account holder | $4,354 | $9,721-55.2% | $8,859-50.8% | $12,270-64.5% |