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 | $257,058 | $102,604+150.5% | $86,188+198.3% | $139,434+84.4% |
| Participation rate | 45.5% | 74.5%-29.0pp | 69.0%-23.5pp | 80.3%-34.9pp |
| Annual return | 12.76% | 1922.51%-1909.7pp | 1168.45%-1155.7pp | 372.94%-360.2pp |
| Employer contribution / active EE | $1,831 | $3,032-39.6% | $2,380-23.1% | $4,751-61.5% |
| Participant deferral / active EE | $2,515 | $4,676-46.2% | $3,985-36.9% | $6,710-62.5% |
| Admin fee / account holder | $1,029 | $8,657-88.1% | $6,852-85.0% | $11,403-91.0% |