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 | $352,371 | $121,625+189.7% | $104,607+236.9% | $158,922+121.7% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 218.38% | 465.26%-246.9pp | 340.46%-122.1pp | 302.83%-84.5pp |
| Employer contribution / active EE | $1,557 | $3,163-50.8% | $2,681-41.9% | $4,761-67.3% |
| Participant deferral / active EE | $3,420 | $4,177-18.1% | $3,740-8.6% | $5,982-42.8% |
| Admin fee / account holder | $27,630 | $7,787+254.8% | $6,473+326.8% | $11,246+145.7% |