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 | $252,559 | $112,881+123.7% | $90,951+177.7% | $158,922+58.9% |
| Participation rate | 53.3% | 74.7%-21.4pp | 69.0%-15.7pp | 82.0%-28.6pp |
| Annual return | 15.06% | 215.79%-200.7pp | 134.60%-119.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,764 | $2,893-39.0% | $2,122-16.8% | $4,761-62.9% |
| Participant deferral / active EE | $4,309 | $4,128+4.4% | $3,373+27.8% | $5,982-28.0% |
| Admin fee / account holder | $5,081 | $8,041-36.8% | $5,959-14.7% | $11,246-54.8% |