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 | $327,519 | $94,625+246.1% | $116,228+181.8% | $84,808+286.2% |
| Participation rate | 24.5% | 70.4%-45.9pp | 74.6%-50.0pp | 68.3%-43.8pp |
| Annual return | 12.43% | 20.40%-8.0pp | 90.06%-77.6pp | 40.90%-28.5pp |
| Employer contribution / active EE | $855 | $2,347-63.6% | $2,994-71.4% | $2,631-67.5% |
| Participant deferral / active EE | $3,377 | $3,972-15.0% | $4,953-31.8% | $4,212-19.8% |
| Admin fee / account holder | $2,988 | $10,091-70.4% | $11,989-75.1% | $7,344-59.3% |