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 | $256,588 | $109,359+134.6% | $162,163+58.2% | $72,985+251.6% |
| Participation rate | 51.6% | 84.3%-32.7pp | 87.6%-36.0pp | 69.5%-17.9pp |
| Annual return | 23.52% | 25.46%-1.9pp | 115.59%-92.1pp | 81.00%-57.5pp |
| Employer contribution / active EE | $2,728 | $3,907-30.2% | $5,614-51.4% | $2,440+11.8% |
| Participant deferral / active EE | $6,283 | $5,481+14.6% | $7,298-13.9% | $3,607+74.2% |
| Admin fee / account holder | $28,233 | $7,972+254.2% | $10,843+160.4% | $5,124+451.0% |