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 | $411,999 | $163,101+152.6% | $136,749+201.3% | $142,382+189.4% |
| Participation rate | 42.9% | 78.2%-35.4pp | 72.1%-29.3pp | 80.1%-37.3pp |
| Annual return | 14.47% | 27.54%-13.1pp | 24.33%-9.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,030 | $4,117-75.0% | $3,400-69.7% | $4,299-76.1% |
| Participant deferral / active EE | $5,285 | $5,585-5.4% | $4,692+12.6% | $6,507-18.8% |
| Admin fee / account holder | $54,092 | $14,318+277.8% | $11,386+375.1% | $12,624+328.5% |