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 | $304,118 | $106,515+185.5% | $96,683+214.6% | $139,434+118.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 20.32% | 38.43%-18.1pp | 35.69%-15.4pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,561 | $4,103-62.0% | $3,737-58.2% | $4,751-67.1% |
| Participant deferral / active EE | $4,562 | $5,454-16.4% | $4,878-6.5% | $6,710-32.0% |
| Admin fee / account holder | $1,338 | $7,877-83.0% | $6,730-80.1% | $11,403-88.3% |