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 | $450,415 | $149,040+202.2% | $120,225+274.6% | $137,256+228.2% |
| Participation rate | 9.1% | 75.4%-66.3pp | 69.6%-60.5pp | 80.0%-70.9pp |
| Annual return | 16.85% | 605.68%-588.8pp | 439.23%-422.4pp | 220.34%-203.5pp |
| Employer contribution / active EE | $852 | $4,350-80.4% | $3,475-75.5% | $4,156-79.5% |
| Participant deferral / active EE | $2,089 | $4,655-55.1% | $3,999-47.8% | $6,407-67.4% |
| Admin fee / account holder | $3,565 | $6,348-43.8% | $5,696-37.4% | $12,270-70.9% |