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 | $379,896 | $217,402+74.7% | $185,823+104.4% | $167,490+126.8% |
| Participation rate | 55.6% | 86.0%-30.5pp | 81.7%-26.1pp | 82.1%-26.5pp |
| Annual return | 13.00% | 148.36%-135.4pp | 122.05%-109.0pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,394 | $5,873-76.3% | $5,167-73.0% | $4,837-71.2% |
| Participant deferral / active EE | $6,703 | $6,356+5.5% | $5,568+20.4% | $6,341+5.7% |
| Admin fee / account holder | $9,459 | $19,811-52.3% | $16,237-41.7% | $12,309-23.2% |