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 | $349,735 | $112,729+210.2% | $98,716+254.3% | $137,256+154.8% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 11.30% | 38.48%-27.2pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,384 | $2,725-49.2% | $2,279-39.2% | $4,156-66.7% |
| Participant deferral / active EE | $9,621 | $4,640+107.4% | $4,048+137.7% | $6,407+50.2% |
| Admin fee / account holder | $3,875 | $10,129-61.7% | $8,703-55.5% | $12,270-68.4% |