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 | $288,094 | $57,016+405.3% | $84,966+239.1% | $80,856+256.3% |
| Participation rate | 53.8% | 56.3%-2.5pp | 67.5%-13.7pp | 67.6%-13.8pp |
| Annual return | 14.71% | 21.66%-6.9pp | 66.38%-51.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,931 | $3,110+90.7% | $4,519+31.2% | $4,296+38.1% |
| Admin fee / account holder | $3,963 | $4,980-20.4% | $6,149-35.5% | $6,918-42.7% |