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 | $359,398 | $117,983+204.6% | $101,794+253.1% | $142,382+152.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 24.42% | 36.92%-12.5pp | 30.53%-6.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,300 | $2,773-53.1% | $2,289-43.2% | $4,299-69.8% |
| Participant deferral / active EE | $11,538 | $4,714+144.8% | $4,084+182.5% | $6,507+77.3% |
| Admin fee / account holder | $9,574 | $10,433-8.2% | $8,777+9.1% | $12,624-24.2% |