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 | $267,616 | $94,625+182.8% | $116,228+130.3% | $84,808+215.6% |
| Participation rate | 67.9% | 70.4%-2.6pp | 74.6%-6.7pp | 68.3%-0.5pp |
| Annual return | 15.08% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,030 | $3,972+177.7% | $4,953+122.7% | $4,212+161.9% |
| Admin fee / account holder | $4,719 | $10,091-53.2% | $11,989-60.6% | $7,344-35.7% |