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 6-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 | $270,687 | $87,733+208.5% | $106,548+154.1% | $85,850+215.3% |
| Participation rate | 65.4% | 71.9%-6.5pp | 76.1%-10.7pp | 69.3%-3.9pp |
| Annual return | 18.65% | 21.86%-3.2pp | 26.80%-8.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $2,299 | $2,073+10.9% | $2,819-18.4% | $2,565-10.4% |
| Participant deferral / active EE | $3,563 | $3,469+2.7% | $4,398-19.0% | $3,952-9.8% |
| Admin fee / account holder | $51,278 | $6,767+657.7% | $7,407+592.3% | $6,260+719.2% |