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 | $298,263 | $80,717+269.5% | $154,803+92.7% | $84,808+251.7% |
| Participation rate | 65.6% | 66.8%-1.2pp | 78.1%-12.4pp | 68.3%-2.7pp |
| Annual return | 14.67% | 37.96%-23.3pp | 58.88%-44.2pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,075 | $2,761-61.1% | $4,305-75.0% | $2,631-59.2% |
| Participant deferral / active EE | $1,592 | $3,303-51.8% | $5,540-71.3% | $4,212-62.2% |
| Admin fee / account holder | $25,812 | $6,746+282.6% | $14,329+80.1% | $7,344+251.5% |