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 | $284,762 | $57,016+399.4% | $84,966+235.1% | $80,856+252.2% |
| Participation rate | 35.9% | 56.3%-20.5pp | 67.5%-31.6pp | 67.6%-31.7pp |
| Annual return | 19.55% | 21.66%-2.1pp | 66.38%-46.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,020 | $1,798-43.3% | $2,727-62.6% | $2,755-63.0% |
| Participant deferral / active EE | $2,540 | $3,110-18.3% | $4,519-43.8% | $4,296-40.9% |
| Admin fee / account holder | $50,098 | $4,980+905.9% | $6,149+714.8% | $6,918+624.2% |