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 7-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 | $270,469 | $179,726+50.5% | $156,263+73.1% | $142,382+90.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 18.19% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $3,428 | $5,069-32.4% | $4,333-20.9% | $4,299-20.3% |
| Participant deferral / active EE | $10,672 | $6,956+53.4% | $6,158+73.3% | $6,507+64.0% |
| Admin fee / account holder | $2,066 | $17,272-88.0% | $14,255-85.5% | $12,624-83.6% |