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 | $251,004 | $51,638+386.1% | $68,368+267.1% | $82,448+204.4% |
| Participation rate | 17.9% | 63.6%-45.8pp | 73.8%-55.9pp | 68.1%-50.2pp |
| Annual return | 30.40% | 37.53%-7.1pp | 292.57%-262.2pp | 41.64%-11.2pp |
| Employer contribution / active EE | $369 | $2,047-82.0% | $2,649-86.1% | $2,551-85.5% |
| Participant deferral / active EE | $639 | $2,914-78.1% | $4,123-84.5% | $4,139-84.6% |
| Admin fee / account holder | $2,600 | $4,643-44.0% | $5,150-49.5% | $7,234-64.1% |