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 | $325,918 | $111,535+192.2% | $105,223+209.7% | $137,256+137.5% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.0%-29.2pp | 80.0%-34.1pp |
| Annual return | 12.46% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,805 | $3,939-54.2% | $3,689-51.1% | $4,156-56.6% |
| Participant deferral / active EE | $4,830 | $5,500-12.2% | $5,072-4.8% | $6,407-24.6% |
| Admin fee / account holder | $187,310 | $9,721+1826.8% | $8,859+2014.4% | $12,270+1426.6% |