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 | $316,881 | $135,952+133.1% | $123,892+155.8% | $273,961+15.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.38% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,110 | $5,170-78.5% | $4,617-76.0% | $4,869-77.2% |
| Participant deferral / active EE | $3,956 | $6,343-37.6% | $5,984-33.9% | $5,287-25.2% |
| Admin fee / account holder | $2,877 | $9,817-70.7% | $8,357-65.6% | $10,132-71.6% |