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 | $375,327 | $140,940+166.3% | $112,229+234.4% | $139,434+169.2% |
| Participation rate | 42.1% | 79.2%-37.1pp | 72.4%-30.3pp | 80.3%-38.2pp |
| Annual return | 11.97% | 32.71%-20.7pp | 30.20%-18.2pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,215 | $4,283-71.6% | $3,430-64.6% | $4,751-74.4% |
| Participant deferral / active EE | $6,132 | $5,874+4.4% | $4,798+27.8% | $6,710-8.6% |
| Admin fee / account holder | $7,769 | $9,954-21.9% | $7,748+0.3% | $11,403-31.9% |