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 | $255,517 | $87,037+193.6% | $106,201+140.6% | $80,874+215.9% |
| Participation rate | 31.8% | 70.4%-38.7pp | 75.3%-43.5pp | 67.6%-35.9pp |
| Annual return | 24.92% | 17.05%+7.9pp | 116.26%-91.3pp | 35.62%-10.7pp |
| Employer contribution / active EE | $1,137 | $2,396-52.5% | $3,170-64.1% | $2,756-58.7% |
| Participant deferral / active EE | $2,921 | $3,986-26.7% | $5,012-41.7% | $4,297-32.0% |
| Admin fee / account holder | $4,686 | $8,434-44.4% | $11,039-57.5% | $6,935-32.4% |