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 8-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 | $294,673 | $154,228+91.1% | $145,433+102.6% | $137,256+114.7% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 17.09% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,598 | $4,804-4.3% | $4,554+1.0% | $4,156+10.6% |
| Participant deferral / active EE | $10,869 | $8,216+32.3% | $7,897+37.6% | $6,407+69.7% |
| Admin fee / account holder | $5,103 | $14,344-64.4% | $13,129-61.1% | $12,270-58.4% |