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 | $280,564 | $105,931+164.9% | $81,930+242.4% | $158,922+76.5% |
| Participation rate | 46.2% | 75.6%-29.5pp | 72.0%-25.8pp | 82.0%-35.8pp |
| Annual return | 15.24% | 38.17%-22.9pp | 29.49%-14.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $232 | $7,800-97.0% | $4,310-94.6% | $4,761-95.1% |
| Participant deferral / active EE | $2,561 | $13,003-80.3% | $7,107-64.0% | $5,982-57.2% |
| Admin fee / account holder | $19,609 | $8,489+131.0% | $5,158+280.2% | $11,246+74.4% |