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 | $319,593 | $104,664+205.4% | $85,682+273.0% | $167,490+90.8% |
| Participation rate | 45.5% | 76.4%-30.9pp | 69.9%-24.4pp | 82.1%-36.7pp |
| Annual return | 15.52% | 21.45%-5.9pp | 21.49%-6.0pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,564 | $3,337-53.1% | $2,618-40.3% | $4,837-67.7% |
| Participant deferral / active EE | $4,770 | $4,824-1.1% | $3,923+21.6% | $6,341-24.8% |
| Admin fee / account holder | $6,879 | $10,032-31.4% | $6,873+0.1% | $12,309-44.1% |