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 | $255,918 | $185,822+37.7% | $169,993+50.5% | $139,434+83.5% |
| Participation rate | 64.3% | 87.8%-23.5pp | 87.0%-22.7pp | 80.3%-16.0pp |
| Annual return | 17.45% | 60.50%-43.1pp | 53.37%-35.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,908 | $7,590-74.9% | $6,785-71.9% | $4,751-59.8% |
| Participant deferral / active EE | $3,801 | $11,622-67.3% | $10,408-63.5% | $6,710-43.4% |
| Admin fee / account holder | $1,672 | $15,381-89.1% | $12,815-87.0% | $11,403-85.3% |