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 | $303,362 | $111,754+171.5% | $103,333+193.6% | $145,922+107.9% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 22.86% | 24.77%-1.9pp | 24.88%-2.0pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,003 | $4,212-76.2% | $3,868-74.1% | $4,660-78.5% |
| Participant deferral / active EE | $1,720 | $5,619-69.4% | $5,057-66.0% | $6,688-74.3% |
| Admin fee / account holder | $8,959 | $9,750-8.1% | $8,355+7.2% | $13,397-33.1% |