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 | $273,801 | $78,422+249.1% | $95,952+185.4% | $79,858+242.9% |
| Participation rate | 57.6% | 73.5%-15.9pp | 77.1%-19.5pp | 69.6%-12.1pp |
| Annual return | 10.71% | 19.37%-8.7pp | 91.61%-80.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,929 | $1,945-0.8% | $2,541-24.1% | $2,471-21.9% |
| Participant deferral / active EE | $3,637 | $3,440+5.7% | $4,167-12.7% | $3,740-2.8% |
| Admin fee / account holder | $6,920 | $5,622+23.1% | $6,795+1.8% | $5,306+30.4% |