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 | $178,174+131.8% | $156,181+164.5% | $137,256+200.9% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.8%-34.4pp | 80.0%-35.5pp |
| Annual return | 17.12% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,559 | $4,972-68.6% | $4,294-63.7% | $4,156-62.5% |
| Participant deferral / active EE | $6,422 | $6,888-6.8% | $6,132+4.7% | $6,407+0.2% |
| Admin fee / account holder | $713 | $17,404-95.9% | $14,586-95.1% | $12,270-94.2% |