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 10-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 | $271,004 | $102,616+164.1% | $81,983+230.6% | $158,922+70.5% |
| Participation rate | 55.6% | 75.5%-20.0pp | 69.2%-13.7pp | 82.0%-26.4pp |
| Annual return | 15.21% | 61.04%-45.8pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,745 | $3,240-46.1% | $2,498-30.1% | $4,761-63.3% |
| Participant deferral / active EE | $4,989 | $4,648+7.3% | $3,722+34.0% | $5,982-16.6% |
| Admin fee / account holder | $2,180 | $8,235-73.5% | $5,664-61.5% | $11,246-80.6% |