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 | $290,042 | $95,803+202.7% | $113,168+156.3% | $84,808+242.0% |
| Participation rate | 27.9% | 72.9%-45.0pp | 76.6%-48.7pp | 68.3%-40.4pp |
| Annual return | 13.01% | 25.00%-12.0pp | 24.27%-11.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,256 | $2,360-46.8% | $2,975-57.8% | $2,631-52.3% |
| Participant deferral / active EE | $4,184 | $4,242-1.4% | $5,107-18.1% | $4,212-0.6% |
| Admin fee / account holder | $6,481 | $8,989-27.9% | $12,068-46.3% | $7,344-11.7% |