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 7-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 | $335,122 | $179,726+86.5% | $156,263+114.5% | $142,382+135.4% |
| Participation rate | 42.1% | 82.1%-40.0pp | 78.9%-36.8pp | 80.1%-38.0pp |
| Annual return | 16.89% | 77.86%-61.0pp | 59.47%-42.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,157 | $5,069-77.2% | $4,333-73.3% | $4,299-73.1% |
| Participant deferral / active EE | $5,601 | $6,956-19.5% | $6,158-9.0% | $6,507-13.9% |
| Admin fee / account holder | $2,888 | $17,272-83.3% | $14,255-79.7% | $12,624-77.1% |