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 | $704,492 | $148,534+374.3% | $135,903+418.4% | $139,434+405.3% |
| Participation rate | 13.3% | 83.9%-70.5pp | 81.9%-68.6pp | 80.3%-67.0pp |
| Annual return | 18.99% | 79.19%-60.2pp | 68.23%-49.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,265 | $5,243-75.9% | $4,856-74.0% | $4,751-73.4% |
| Participant deferral / active EE | $3,283 | $8,100-59.5% | $7,758-57.7% | $6,710-51.1% |
| Admin fee / account holder | $840 | $12,400-93.2% | $10,762-92.2% | $11,403-92.6% |