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 5-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 | $274,441 | $123,982+121.4% | $69,701+293.7% | $145,959+88.0% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 16.07% | 191.01%-174.9pp | 100.32%-84.3pp | 561.95%-545.9pp |
| Employer contribution / active EE | $1,454 | $2,681-45.8% | $1,713-15.2% | $4,661-68.8% |
| Participant deferral / active EE | $9,750 | $4,236+130.2% | $2,887+237.7% | $6,689+45.8% |
| Admin fee / account holder | $2,103 | $7,867-73.3% | $4,717-55.4% | $13,398-84.3% |