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 | $362,057 | $118,919+204.5% | $88,538+308.9% | $152,861+136.9% |
| Participation rate | 28.6% | 73.4%-44.8pp | 68.7%-40.2pp | 82.4%-53.9pp |
| Annual return | 25.55% | 47.92%-22.4pp | 43.64%-18.1pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,283 | $2,669-51.9% | $2,098-38.8% | $4,762-73.1% |
| Participant deferral / active EE | $2,698 | $3,549-24.0% | $2,914-7.4% | $5,850-53.9% |
| Admin fee / account holder | $4,792 | $5,876-18.5% | $4,310+11.2% | $11,596-58.7% |