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 7-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 | $326,027 | $100,773+223.5% | $88,946+266.5% | $142,382+129.0% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.8%-48.8pp | 80.1%-60.1pp |
| Annual return | 18.26% | 70.18%-51.9pp | 57.82%-39.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $850 | $2,918-70.9% | $2,555-66.7% | $4,299-80.2% |
| Participant deferral / active EE | $4,248 | $5,230-18.8% | $4,581-7.3% | $6,507-34.7% |
| Admin fee / account holder | $1,833 | $9,693-81.1% | $8,261-77.8% | $12,624-85.5% |