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 | $277,257 | $163,101+70.0% | $136,749+102.7% | $142,382+94.7% |
| Participation rate | 55.6% | 78.2%-22.7pp | 72.1%-16.6pp | 80.1%-24.6pp |
| Annual return | 15.47% | 27.54%-12.1pp | 24.33%-8.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,212 | $4,117-70.6% | $3,400-64.4% | $4,299-71.8% |
| Participant deferral / active EE | $2,090 | $5,585-62.6% | $4,692-55.4% | $6,507-67.9% |
| Admin fee / account holder | $2,787 | $14,318-80.5% | $11,386-75.5% | $12,624-77.9% |