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 | $413,044 | $179,726+129.8% | $156,263+164.3% | $142,382+190.1% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.9%-34.5pp | 80.1%-35.7pp |
| Annual return | 17.12% | 77.86%-60.7pp | 59.47%-42.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,559 | $5,069-69.3% | $4,333-64.0% | $4,299-63.7% |
| Participant deferral / active EE | $6,422 | $6,956-7.7% | $6,158+4.3% | $6,507-1.3% |
| Admin fee / account holder | $713 | $17,272-95.9% | $14,255-95.0% | $12,624-94.4% |