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 | $267,632 | $148,534+80.2% | $135,903+96.9% | $139,434+91.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.41% | 79.19%-58.8pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $6,241 | $5,243+19.0% | $4,856+28.5% | $4,751+31.4% |
| Participant deferral / active EE | $14,234 | $8,100+75.7% | $7,758+83.5% | $6,710+112.1% |
| Admin fee / account holder | $1,517 | $12,400-87.8% | $10,762-85.9% | $11,403-86.7% |