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 | $302,938 | $81,460+271.9% | $103,333+193.2% | $80,856+274.7% |
| Participation rate | 34.4% | 66.8%-32.5pp | 74.5%-40.1pp | 67.6%-33.3pp |
| Annual return | 13.25% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $4,441 | $3,105+43.0% | $3,868+14.8% | $2,755+61.2% |
| Participant deferral / active EE | $3,016 | $3,869-22.1% | $5,057-40.4% | $4,296-29.8% |
| Admin fee / account holder | $953 | $6,566-85.5% | $8,355-88.6% | $6,918-86.2% |