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 | $274,978 | $96,557+184.8% | $80,975+239.6% | $273,961+0.4% |
| Participation rate | 57.1% | 79.1%-21.9pp | 75.8%-18.7pp | 83.0%-25.9pp |
| Annual return | 6.62% | 15.14%-8.5pp | 17.10%-10.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,198 | $4,868-54.8% | $3,714-40.8% | $4,869-54.9% |
| Participant deferral / active EE | $10,414 | $6,598+57.8% | $5,696+82.8% | $5,287+97.0% |
| Admin fee / account holder | $46,946 | $7,492+526.6% | $5,516+751.1% | $10,132+363.3% |