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 | $255,912 | $201,272+27.1% | $184,203+38.9% | $145,922+75.4% |
| Participation rate | 43.8% | 87.5%-43.7pp | 86.8%-43.1pp | 80.3%-36.5pp |
| Annual return | 17.33% | 29.00%-11.7pp | 28.81%-11.5pp | 561.29%-544.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,855 | $9,806-60.7% | $9,131-57.8% | $6,688-42.4% |
| Admin fee / account holder | $10,475 | $16,364-36.0% | $13,901-24.6% | $13,397-21.8% |