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 6-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 | $329,614 | $118,427+178.3% | $66,042+399.1% | $142,382+131.5% |
| Participation rate | 50.0% | 68.1%-18.1pp | 67.5%-17.5pp | 80.1%-30.1pp |
| Annual return | 16.75% | 35.57%-18.8pp | 52.11%-35.4pp | 217.08%-200.3pp |
| Employer contribution / active EE | $473 | $2,570-81.6% | $1,579-70.1% | $4,299-89.0% |
| Participant deferral / active EE | $7,703 | $4,311+78.7% | $2,835+171.7% | $6,507+18.4% |
| Admin fee / account holder | $9,706 | $9,593+1.2% | $5,747+68.9% | $12,624-23.1% |