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 | $357,933 | $107,334+233.5% | $92,893+285.3% | $152,861+134.2% |
| Participation rate | 44.4% | 79.8%-35.3pp | 76.0%-31.6pp | 82.4%-38.0pp |
| Annual return | 31.64% | 145.58%-113.9pp | 109.41%-77.8pp | 345.32%-313.7pp |
| Employer contribution / active EE | $2,345 | $4,221-44.4% | $3,653-35.8% | $4,762-50.8% |
| Participant deferral / active EE | $2,901 | $4,845-40.1% | $4,236-31.5% | $5,850-50.4% |
| Admin fee / account holder | $1,446 | $7,079-79.6% | $5,794-75.0% | $11,596-87.5% |