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 | $273,265 | $54,705+399.5% | $71,209+283.8% | $84,808+222.2% |
| Participation rate | 35.4% | 64.1%-28.7pp | 73.8%-38.4pp | 68.3%-32.9pp |
| Annual return | 15.62% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $952 | $2,158-55.9% | $2,721-65.0% | $2,631-63.8% |
| Participant deferral / active EE | $1,769 | $3,030-41.6% | $4,175-57.6% | $4,212-58.0% |
| Admin fee / account holder | $7,807 | $4,863+60.5% | $5,349+46.0% | $7,344+6.3% |