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 | $412,658 | $112,729+266.1% | $98,716+318.0% | $137,256+200.6% |
| Participation rate | 57.9% | 74.2%-16.3pp | 69.3%-11.4pp | 80.0%-22.1pp |
| Annual return | 19.56% | 38.48%-18.9pp | 31.81%-12.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,746 | $2,725-35.9% | $2,279-23.4% | $4,156-58.0% |
| Participant deferral / active EE | $5,497 | $4,640+18.5% | $4,048+35.8% | $6,407-14.2% |
| Admin fee / account holder | $7,522 | $10,129-25.7% | $8,703-13.6% | $12,270-38.7% |