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 | $54,705+358.8% | $71,209+252.5% | $84,808+196.0% |
| Participation rate | 17.9% | 64.1%-46.2pp | 73.8%-55.9pp | 68.3%-50.5pp |
| Annual return | 30.40% | 35.90%-5.5pp | 282.51%-252.1pp | 40.90%-10.5pp |
| Employer contribution / active EE | $369 | $2,158-82.9% | $2,721-86.4% | $2,631-86.0% |
| Participant deferral / active EE | $639 | $3,030-78.9% | $4,175-84.7% | $4,212-84.8% |
| Admin fee / account holder | $2,600 | $4,863-46.5% | $5,349-51.4% | $7,344-64.6% |