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 | $303,948 | $148,534+104.6% | $135,903+123.7% | $139,434+118.0% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 14.36% | 79.19%-64.8pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,888 | $5,243-25.8% | $4,856-19.9% | $4,751-18.2% |
| Participant deferral / active EE | $8,492 | $8,100+4.8% | $7,758+9.5% | $6,710+26.5% |
| Admin fee / account holder | $3,310 | $12,400-73.3% | $10,762-69.2% | $11,403-71.0% |