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 | $271,183 | $175,202+54.8% | $149,673+81.2% | $139,434+94.5% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 21.32% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,057 | $5,474-44.2% | $4,818-36.5% | $4,751-35.6% |
| Participant deferral / active EE | $3,286 | $6,519-49.6% | $5,680-42.2% | $6,710-51.0% |
| Admin fee / account holder | $3,461 | $16,150-78.6% | $13,210-73.8% | $11,403-69.6% |