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 | $285,892 | $177,572+61.0% | $154,803+84.7% | $142,382+100.8% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 58.69% | 65.07%-6.4pp | 58.88%-0.2pp | 217.08%-158.4pp |
| Employer contribution / active EE | $1,148 | $4,810-76.1% | $4,305-73.3% | $4,299-73.3% |
| Participant deferral / active EE | $4,027 | $6,272-35.8% | $5,540-27.3% | $6,507-38.1% |
| Admin fee / account holder | $14,412 | $16,786-14.1% | $14,329+0.6% | $12,624+14.2% |