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 8-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 | $256,927 | $89,753+186.3% | $107,525+138.9% | $84,808+203.0% |
| Participation rate | 37.7% | 68.1%-30.4pp | 75.1%-37.4pp | 68.3%-30.6pp |
| Annual return | 17.23% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,695 | $3,113-45.6% | $3,754-54.8% | $2,631-35.6% |
| Participant deferral / active EE | $4,228 | $4,056+4.2% | $5,116-17.3% | $4,212+0.4% |
| Admin fee / account holder | $3,333 | $7,222-53.8% | $8,919-62.6% | $7,344-54.6% |