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 7-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 | $505,821 | $117,381+330.9% | $99,443+408.7% | $152,861+230.9% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 20.10% | 31.87%-11.8pp | 30.72%-10.6pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,654 | $3,013-11.9% | $2,540+4.5% | $4,762-44.3% |
| Participant deferral / active EE | $6,032 | $4,086+47.6% | $3,619+66.7% | $5,850+3.1% |
| Admin fee / account holder | $25,722 | $7,631+237.1% | $6,250+311.5% | $11,596+121.8% |