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 7-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 | $251,236 | $124,281+102.2% | $109,143+130.2% | $167,490+50.0% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 11.30% | 26.04%-14.7pp | 25.75%-14.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,948 | $4,207-6.2% | $3,722+6.1% | $4,837-18.4% |
| Participant deferral / active EE | $12,966 | $5,255+146.7% | $4,653+178.6% | $6,341+104.5% |
| Admin fee / account holder | $2,060 | $7,970-74.2% | $6,752-69.5% | $12,309-83.3% |