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 | $499,690 | $148,534+236.4% | $135,903+267.7% | $139,434+258.4% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 25.60% | 79.19%-53.6pp | 68.23%-42.6pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,185 | $5,243-77.4% | $4,856-75.6% | $4,751-75.1% |
| Participant deferral / active EE | $2,794 | $8,100-65.5% | $7,758-64.0% | $6,710-58.4% |
| Admin fee / account holder | $2,171 | $12,400-82.5% | $10,762-79.8% | $11,403-81.0% |