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 5-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 | $324,791 | $110,257+194.6% | $96,544+236.4% | $139,434+132.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 27.95% | 26.32%+1.6pp | 25.84%+2.1pp | 372.94%-345.0pp |
| Employer contribution / active EE | $1,170 | $3,620-67.7% | $2,965-60.5% | $4,751-75.4% |
| Participant deferral / active EE | $12,350 | $5,548+122.6% | $4,851+154.6% | $6,710+84.0% |
| Admin fee / account holder | $1,965 | $11,591-83.0% | $8,252-76.2% | $11,403-82.8% |