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 | $258,673 | $74,888+245.4% | $71,209+263.3% | $142,382+81.7% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 15.52% | 345.14%-329.6pp | 282.51%-267.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,730 | $2,854-39.4% | $2,721-36.4% | $4,299-59.8% |
| Participant deferral / active EE | $7,738 | $4,454+73.7% | $4,175+85.3% | $6,507+18.9% |
| Admin fee / account holder | $6,201 | $5,568+11.4% | $5,349+15.9% | $12,624-50.9% |