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 | $358,420 | $99,921+258.7% | $85,009+321.6% | $145,959+145.6% |
| Participation rate | 55.0% | 74.1%-19.1pp | 67.5%-12.5pp | 80.3%-25.3pp |
| Annual return | 10.83% | 83.89%-73.1pp | 66.47%-55.6pp | 561.95%-551.1pp |
| Employer contribution / active EE | $1,645 | $3,233-49.1% | $2,728-39.7% | $4,661-64.7% |
| Participant deferral / active EE | $5,881 | $5,293+11.1% | $4,522+30.1% | $6,689-12.1% |
| Admin fee / account holder | $3,302 | $7,252-54.5% | $6,153-46.3% | $13,398-75.4% |