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 | $117,983+196.4% | $101,794+243.6% | $142,382+145.6% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.2%-12.0pp | 80.1%-23.0pp |
| Annual return | 11.30% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,384 | $2,773-50.1% | $2,289-39.5% | $4,299-67.8% |
| Participant deferral / active EE | $9,621 | $4,714+104.1% | $4,084+135.6% | $6,507+47.9% |
| Admin fee / account holder | $3,875 | $10,433-62.9% | $8,777-55.8% | $12,624-69.3% |