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 9-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 | $343,413 | $54,705+527.8% | $71,209+382.3% | $84,808+304.9% |
| Participation rate | 23.5% | 64.1%-40.5pp | 73.8%-50.2pp | 68.3%-44.8pp |
| Annual return | 15.30% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $365 | $2,158-83.1% | $2,721-86.6% | $2,631-86.1% |
| Participant deferral / active EE | $1,650 | $3,030-45.6% | $4,175-60.5% | $4,212-60.8% |
| Admin fee / account holder | $10,072 | $4,863+107.1% | $5,349+88.3% | $7,344+37.1% |