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 | $300,122 | $89,753+234.4% | $107,525+179.1% | $84,808+253.9% |
| Participation rate | 34.0% | 68.1%-34.0pp | 75.1%-41.0pp | 68.3%-34.3pp |
| Annual return | 13.47% | 29.48%-16.0pp | 181.32%-167.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,137 | $4,056-22.7% | $5,116-38.7% | $4,212-25.5% |
| Admin fee / account holder | $1,006 | $7,222-86.1% | $8,919-88.7% | $7,344-86.3% |