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 | $330,630 | $232,540+42.2% | $185,117+78.6% | $147,584+124.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 17.98% | 43.03%-25.0pp | 40.50%-22.5pp | 578.55%-560.6pp |
| Employer contribution / active EE | $847 | $5,195-83.7% | $4,182-79.7% | $4,876-82.6% |
| Participant deferral / active EE | $1,694 | $5,834-71.0% | $5,045-66.4% | $5,439-68.9% |
| Admin fee / account holder | $13,042 | $10,275+26.9% | $8,159+59.8% | $10,885+19.8% |