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 | $422,837 | $52,279+708.8% | $89,391+373.0% | $79,858+429.5% |
| Participation rate | 16.2% | 57.5%-41.3pp | 68.0%-51.8pp | 69.6%-53.4pp |
| Annual return | 11.96% | 22.16%-10.2pp | 245.62%-233.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $517 | $1,572-67.1% | $2,586-80.0% | $2,471-79.1% |
| Participant deferral / active EE | $3,152 | $2,740+15.0% | $3,890-19.0% | $3,740-15.7% |
| Admin fee / account holder | $3,728 | $3,356+11.1% | $4,881-23.6% | $5,306-29.7% |