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 | $287,234 | $52,353+448.6% | $120,225+138.9% | $82,448+248.4% |
| Participation rate | 52.4% | 58.3%-5.9pp | 69.6%-17.1pp | 68.1%-15.6pp |
| Annual return | 16.55% | 61.85%-45.3pp | 439.23%-422.7pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,697 | $1,510+78.6% | $3,475-22.4% | $2,551+5.7% |
| Participant deferral / active EE | $4,902 | $2,627+86.6% | $3,999+22.6% | $4,139+18.4% |
| Admin fee / account holder | $33,667 | $4,363+671.7% | $5,696+491.0% | $7,234+365.4% |