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 | $306,911 | $81,208+277.9% | $98,907+210.3% | $79,858+284.3% |
| Participation rate | 67.6% | 72.5%-4.9pp | 76.0%-8.4pp | 69.6%-2.0pp |
| Annual return | 11.18% | 60.99%-49.8pp | 196.43%-185.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,894 | $3,265+111.2% | $4,244+62.4% | $3,740+84.3% |
| Admin fee / account holder | $89,675 | $6,013+1391.4% | $6,642+1250.2% | $5,306+1590.0% |