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 9-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 | $304,895 | $214,378+42.2% | $200,582+52.0% | $142,382+114.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 14.38% | 46.41%-32.0pp | 42.33%-28.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,723 | $6,841-16.3% | $6,419-10.8% | $4,299+33.1% |
| Participant deferral / active EE | $12,216 | $9,865+23.8% | $9,331+30.9% | $6,507+87.7% |
| Admin fee / account holder | $10,555 | $17,692-40.3% | $16,305-35.3% | $12,624-16.4% |