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 | $345,311 | $89,753+284.7% | $107,525+221.1% | $84,808+307.2% |
| Participation rate | 44.1% | 68.1%-23.9pp | 75.1%-31.0pp | 68.3%-24.2pp |
| Annual return | 15.61% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,799 | $3,113-42.2% | $3,754-52.1% | $2,631-31.6% |
| Participant deferral / active EE | $3,864 | $4,056-4.7% | $5,116-24.5% | $4,212-8.3% |
| Admin fee / account holder | $5,544 | $7,222-23.2% | $8,919-37.8% | $7,344-24.5% |