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 | $401,898 | $117,983+240.6% | $101,794+294.8% | $142,382+182.3% |
| Participation rate | 64.7% | 74.2%-9.5pp | 69.2%-4.5pp | 80.1%-15.4pp |
| Annual return | 13.51% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,529 | $2,773+27.3% | $2,289+54.2% | $4,299-17.9% |
| Participant deferral / active EE | $5,002 | $4,714+6.1% | $4,084+22.5% | $6,507-23.1% |
| Admin fee / account holder | $3,674 | $10,433-64.8% | $8,777-58.1% | $12,624-70.9% |