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 | $333,590 | $112,729+195.9% | $98,716+237.9% | $137,256+143.0% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.3%-16.0pp | 80.0%-26.6pp |
| Annual return | 18.40% | 38.48%-20.1pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,541 | $2,725-43.4% | $2,279-32.4% | $4,156-62.9% |
| Participant deferral / active EE | $6,220 | $4,640+34.0% | $4,048+53.7% | $6,407-2.9% |
| Admin fee / account holder | $2,750 | $10,129-72.8% | $8,703-68.4% | $12,270-77.6% |