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 8-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 | $281,914 | $81,460+246.1% | $103,333+172.8% | $80,856+248.7% |
| Participation rate | 38.7% | 66.8%-28.1pp | 74.5%-35.8pp | 67.6%-28.9pp |
| Annual return | 20.17% | 25.55%-5.4pp | 24.88%-4.7pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,797 | $3,105-42.1% | $3,868-53.5% | $2,755-34.8% |
| Participant deferral / active EE | $3,797 | $3,869-1.8% | $5,057-24.9% | $4,296-11.6% |
| Admin fee / account holder | $6,667 | $6,566+1.5% | $8,355-20.2% | $6,918-3.6% |