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 7-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 | $344,695 | $167,484+105.8% | $151,611+127.4% | $134,475+156.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 13.86% | 7.80%+6.1pp | 3.33%+10.5pp | 417.96%-404.1pp |
| Employer contribution / active EE | $6,667 | $6,829-2.4% | $6,166+8.1% | $4,740+40.7% |
| Participant deferral / active EE | $3,333 | $8,986-62.9% | $8,363-60.1% | $6,400-47.9% |
| Admin fee / account holder | $2,258 | $13,783-83.6% | $11,616-80.6% | $11,426-80.2% |