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 5-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 | $386,262 | $127,065+204.0% | $113,168+241.3% | $142,382+171.3% |
| Participation rate | 57.9% | 79.2%-21.3pp | 76.6%-18.7pp | 80.1%-22.2pp |
| Annual return | 14.36% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,997 | $3,442-42.0% | $2,975-32.9% | $4,299-53.5% |
| Participant deferral / active EE | $5,084 | $5,716-11.1% | $5,107-0.5% | $6,507-21.9% |
| Admin fee / account holder | $3,481 | $15,736-77.9% | $12,068-71.2% | $12,624-72.4% |