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 9-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 | $397,148 | $165,335+140.2% | $149,696+165.3% | $158,922+149.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.40% | 348.15%-335.7pp | 276.60%-264.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $921 | $5,103-81.9% | $4,644-80.2% | $4,761-80.6% |
| Participant deferral / active EE | $8,922 | $7,181+24.2% | $6,842+30.4% | $5,982+49.2% |
| Admin fee / account holder | $2,191 | $10,807-79.7% | $9,309-76.5% | $11,246-80.5% |