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 | $124,425+210.4% | $112,040+244.8% | $137,256+181.4% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.5%-18.6pp | 80.0%-22.1pp |
| Annual return | 14.36% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,997 | $3,411-41.5% | $2,954-32.4% | $4,156-51.9% |
| Participant deferral / active EE | $5,084 | $5,718-11.1% | $5,098-0.3% | $6,407-20.7% |
| Admin fee / account holder | $3,481 | $15,207-77.1% | $12,098-71.2% | $12,270-71.6% |