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 | $255,066 | $100,901+152.8% | $75,670+237.1% | $147,584+72.8% |
| Participation rate | 20.0% | 77.1%-57.1pp | 72.3%-52.3pp | 82.8%-62.8pp |
| Annual return | 18.92% | 35.78%-16.9pp | 27.34%-8.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,077 | $3,253-66.9% | $2,352-54.2% | $4,876-77.9% |
| Participant deferral / active EE | $3,501 | $4,027-13.1% | $3,142+11.4% | $5,439-35.6% |
| Admin fee / account holder | $1,568 | $11,285-86.1% | $5,800-73.0% | $10,885-85.6% |