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 | $271,418 | $81,446+233.2% | $103,374+162.6% | $80,874+235.6% |
| Participation rate | 44.8% | 66.9%-22.0pp | 74.5%-29.7pp | 67.6%-22.8pp |
| Annual return | 14.97% | 25.57%-10.6pp | 24.89%-9.9pp | 35.62%-20.6pp |
| Employer contribution / active EE | $1,878 | $3,107-39.6% | $3,869-51.5% | $2,756-31.8% |
| Participant deferral / active EE | $4,609 | $3,870+19.1% | $5,058-8.9% | $4,297+7.3% |
| Admin fee / account holder | $4,892 | $6,715-27.1% | $8,394-41.7% | $6,935-29.5% |