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 | $287,500 | $68,719+318.4% | $91,541+214.1% | $84,808+239.0% |
| Participation rate | 46.6% | 64.5%-18.0pp | 69.8%-23.2pp | 68.3%-21.8pp |
| Annual return | 16.12% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,348 | $1,920-29.8% | $2,505-46.2% | $2,631-48.8% |
| Participant deferral / active EE | $2,309 | $3,136-26.4% | $4,008-42.4% | $4,212-45.2% |
| Admin fee / account holder | $28,196 | $5,786+387.3% | $6,956+305.3% | $7,344+283.9% |