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 | $251,509 | $102,966+144.3% | $90,281+178.6% | $152,861+64.5% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 20.59% | 95.16%-74.6pp | 78.10%-57.5pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,103 | $3,139-33.0% | $2,854-26.3% | $4,762-55.9% |
| Participant deferral / active EE | $10,172 | $4,281+137.6% | $3,885+161.8% | $5,850+73.9% |
| Admin fee / account holder | $2,195 | $6,171-64.4% | $5,351-59.0% | $11,596-81.1% |