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 | $258,099 | $101,069+155.4% | $81,478+216.8% | $147,584+74.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 14.75% | 32.40%-17.7pp | 38.78%-24.0pp | 578.55%-563.8pp |
| Employer contribution / active EE | $556 | $3,205-82.7% | $2,568-78.4% | $4,876-88.6% |
| Participant deferral / active EE | $4,217 | $4,242-0.6% | $3,537+19.2% | $5,439-22.5% |
| Admin fee / account holder | $1,672 | $5,812-71.2% | $4,561-63.3% | $10,885-84.6% |