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 | $267,355 | $74,888+257.0% | $71,209+275.5% | $142,382+87.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 16.01% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,211 | $2,854-57.6% | $2,721-55.5% | $4,299-71.8% |
| Participant deferral / active EE | $10,367 | $4,454+132.7% | $4,175+148.3% | $6,507+59.3% |
| Admin fee / account holder | $2,571 | $5,568-53.8% | $5,349-51.9% | $12,624-79.6% |