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 | $420,241 | $77,896+439.5% | $134,172+213.2% | $82,448+409.7% |
| Participation rate | 23.4% | 62.8%-39.4pp | 72.5%-49.1pp | 68.1%-44.7pp |
| Annual return | 20.29% | 18.21%+2.1pp | 25.30%-5.0pp | 41.64%-21.3pp |
| Employer contribution / active EE | $638 | $2,159-70.4% | $3,420-81.3% | $2,551-75.0% |
| Participant deferral / active EE | $2,006 | $3,162-36.6% | $4,690-57.2% | $4,139-51.5% |
| Admin fee / account holder | $48,568 | $6,336+666.5% | $12,016+304.2% | $7,234+571.4% |