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 | $405,633 | $185,822+118.3% | $169,993+138.6% | $139,434+190.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 18.39% | 60.50%-42.1pp | 53.37%-35.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,743 | $7,590-63.9% | $6,785-59.6% | $4,751-42.3% |
| Participant deferral / active EE | $11,661 | $11,622+0.3% | $10,408+12.0% | $6,710+73.8% |
| Admin fee / account holder | $1,235 | $15,381-92.0% | $12,815-90.4% | $11,403-89.2% |