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 9-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 | $309,852 | $117,841+162.9% | $102,423+202.5% | $145,922+112.3% |
| Participation rate | 22.2% | 78.6%-56.4pp | 76.5%-54.3pp | 80.3%-58.1pp |
| Annual return | 10.94% | 31.65%-20.7pp | 29.32%-18.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,343 | $3,615-62.9% | $3,023-55.6% | $4,660-71.2% |
| Participant deferral / active EE | $6,778 | $5,731+18.3% | $5,053+34.1% | $6,688+1.3% |
| Admin fee / account holder | $3,175 | $13,326-76.2% | $9,451-66.4% | $13,397-76.3% |