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 | $294,843 | $133,922+120.2% | $116,228+153.7% | $142,382+107.1% |
| Participation rate | 58.3% | 77.9%-19.5pp | 74.6%-16.2pp | 80.1%-21.8pp |
| Annual return | 10.41% | 147.76%-137.4pp | 90.06%-79.7pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,254 | $3,446-34.6% | $2,994-24.7% | $4,299-47.6% |
| Participant deferral / active EE | $4,026 | $5,672-29.0% | $4,953-18.7% | $6,507-38.1% |
| Admin fee / account holder | $204,448 | $14,945+1268.0% | $11,989+1605.3% | $12,624+1519.6% |