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 | $253,042 | $104,974+141.1% | $95,585+164.7% | $142,382+77.7% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 13.14% | 210.33%-197.2pp | 38.56%-25.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,536 | $2,779-8.7% | $2,527+0.4% | $4,299-41.0% |
| Participant deferral / active EE | $4,698 | $4,352+7.9% | $4,023+16.8% | $6,507-27.8% |
| Admin fee / account holder | $1,329 | $6,386-79.2% | $6,127-78.3% | $12,624-89.5% |