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 | $482,910 | $159,602+202.6% | $150,045+221.8% | $142,382+239.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 29.13% | 70.24%-41.1pp | 62.55%-33.4pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,483 | $4,961-70.1% | $4,693-68.4% | $4,299-65.5% |
| Participant deferral / active EE | $6,210 | $8,310-25.3% | $7,997-22.3% | $6,507-4.6% |
| Admin fee / account holder | $3,897 | $14,846-73.7% | $13,435-71.0% | $12,624-69.1% |