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 10-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 | $412,688 | $140,940+192.8% | $112,229+267.7% | $139,434+196.0% |
| Participation rate | 25.0% | 79.2%-54.2pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 11.62% | 32.71%-21.1pp | 30.20%-18.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,998 | $4,283-53.3% | $3,430-41.7% | $4,751-57.9% |
| Participant deferral / active EE | $4,375 | $5,874-25.5% | $4,798-8.8% | $6,710-34.8% |
| Admin fee / account holder | $4,015 | $9,954-59.7% | $7,748-48.2% | $11,403-64.8% |