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 | $252,538 | $178,174+41.7% | $156,181+61.7% | $137,256+84.0% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.8%-16.9pp | 80.0%-18.1pp |
| Annual return | 13.73% | 84.19%-70.5pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,424 | $4,972+9.1% | $4,294+26.3% | $4,156+30.5% |
| Participant deferral / active EE | $7,932 | $6,888+15.2% | $6,132+29.4% | $6,407+23.8% |
| Admin fee / account holder | $9,918 | $17,404-43.0% | $14,586-32.0% | $12,270-19.2% |