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 8-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 | $254,958 | $71,050+258.8% | $93,606+172.4% | $80,856+215.3% |
| Participation rate | 68.2% | 60.4%+7.8pp | 68.7%-0.5pp | 67.6%+0.5pp |
| Annual return | 17.80% | 11.26%+6.5pp | 133.20%-115.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,794 | $1,564+14.7% | $2,420-25.9% | $2,755-34.9% |
| Participant deferral / active EE | $4,859 | $4,034+20.5% | $4,411+10.1% | $4,296+13.1% |
| Admin fee / account holder | $8,957 | $6,945+29.0% | $8,285+8.1% | $6,918+29.5% |