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 | $283,092 | $95,803+195.5% | $113,168+150.2% | $84,808+233.8% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 13.14% | 25.00%-11.9pp | 24.27%-11.1pp | 40.90%-27.8pp |
| Employer contribution / active EE | $1,332 | $2,360-43.6% | $2,975-55.2% | $2,631-49.4% |
| Participant deferral / active EE | $10,427 | $4,242+145.8% | $5,107+104.2% | $4,212+147.6% |
| Admin fee / account holder | $44,353 | $8,989+393.4% | $12,068+267.5% | $7,344+504.0% |