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 | $454,535 | $105,931+329.1% | $81,930+454.8% | $158,922+186.0% |
| Participation rate | 61.9% | 75.6%-13.7pp | 72.0%-10.1pp | 82.0%-20.1pp |
| Annual return | 10.67% | 38.17%-27.5pp | 29.49%-18.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,312 | $7,800-70.4% | $4,310-46.3% | $4,761-51.4% |
| Participant deferral / active EE | $4,445 | $13,003-65.8% | $7,107-37.5% | $5,982-25.7% |
| Admin fee / account holder | $48,183 | $8,489+467.6% | $5,158+834.2% | $11,246+328.5% |