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 | $294,439 | $114,381+157.4% | $107,525+173.8% | $142,382+106.8% |
| Participation rate | 53.8% | 78.1%-24.3pp | 75.1%-21.2pp | 80.1%-26.3pp |
| Annual return | 14.54% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,606 | $4,015-60.0% | $3,754-57.2% | $4,299-62.7% |
| Participant deferral / active EE | $5,981 | $5,564+7.5% | $5,116+16.9% | $6,507-8.1% |
| Admin fee / account holder | $2,340 | $9,860-76.3% | $8,919-73.8% | $12,624-81.5% |