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 | $258,357 | $162,781+58.7% | $133,956+92.9% | $158,922+62.6% |
| Participation rate | 45.8% | 83.2%-37.4pp | 79.8%-34.0pp | 82.0%-36.1pp |
| Annual return | 16.35% | 41.94%-25.6pp | 45.09%-28.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,018 | $5,911-65.9% | $5,048-60.0% | $5,982-66.3% |
| Admin fee / account holder | $15,655 | $11,736+33.4% | $8,927+75.4% | $11,246+39.2% |