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 | $320,000 | $106,515+200.4% | $96,683+231.0% | $139,434+129.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 19.89% | 38.43%-18.5pp | 35.69%-15.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $985 | $4,103-76.0% | $3,737-73.6% | $4,751-79.3% |
| Participant deferral / active EE | $13,000 | $5,454+138.4% | $4,878+166.5% | $6,710+93.7% |
| Admin fee / account holder | $3,360 | $7,877-57.3% | $6,730-50.1% | $11,403-70.5% |