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 | $286,568 | $121,625+135.6% | $104,607+173.9% | $158,922+80.3% |
| Participation rate | 63.6% | 77.5%-13.9pp | 74.1%-10.4pp | 82.0%-18.3pp |
| Annual return | 17.59% | 465.26%-447.7pp | 340.46%-322.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,644 | $3,163-48.0% | $2,681-38.7% | $4,761-65.5% |
| Participant deferral / active EE | $3,702 | $4,177-11.4% | $3,740-1.0% | $5,982-38.1% |
| Admin fee / account holder | $37,951 | $7,787+387.4% | $6,473+486.3% | $11,246+237.5% |