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 | $158,398+184.4% | $126,539+256.0% | $142,382+216.3% |
| Participation rate | 9.1% | 75.8%-66.7pp | 69.8%-60.7pp | 80.1%-71.0pp |
| Annual return | 16.85% | 593.76%-576.9pp | 425.95%-409.1pp | 217.08%-200.2pp |
| Employer contribution / active EE | $852 | $4,650-81.7% | $3,674-76.8% | $4,299-80.2% |
| Participant deferral / active EE | $2,089 | $4,767-56.2% | $4,083-48.8% | $6,507-67.9% |
| Admin fee / account holder | $3,565 | $6,918-48.5% | $6,065-41.2% | $12,624-71.8% |