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 | $299,629 | $76,367+292.4% | $93,606+220.1% | $72,985+310.5% |
| Participation rate | 63.6% | 71.7%-8.1pp | 75.8%-12.2pp | 69.5%-5.8pp |
| Annual return | 20.34% | 25.82%-5.5pp | 32.76%-12.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,195 | $3,538+75.1% | $4,069+52.3% | $3,607+71.7% |
| Admin fee / account holder | $6,888 | $6,838+0.7% | $7,888-12.7% | $5,124+34.4% |