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 | $349,649 | $95,416+266.4% | $185,823+88.2% | $85,850+307.3% |
| Participation rate | 18.2% | 68.8%-50.6pp | 81.7%-63.5pp | 69.3%-51.1pp |
| Annual return | 14.46% | 23.59%-9.1pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $4,593 | $3,314+38.6% | $5,167-11.1% | $2,565+79.1% |
| Participant deferral / active EE | $3,117 | $3,423-9.0% | $5,568-44.0% | $3,952-21.1% |
| Admin fee / account holder | $4,186 | $7,213-42.0% | $16,237-74.2% | $6,260-33.1% |