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 4-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 | $272,215 | $135,952+100.2% | $123,892+119.7% | $273,961-0.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.09% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,433 | $5,170-52.9% | $4,617-47.3% | $4,869-50.0% |
| Participant deferral / active EE | $7,162 | $6,343+12.9% | $5,984+19.7% | $5,287+35.5% |
| Admin fee / account holder | $2,845 | $9,817-71.0% | $8,357-66.0% | $10,132-71.9% |