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 | $411,421 | $106,584+286.0% | $101,326+306.0% | $142,382+189.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 14.39% | 36.93%-22.5pp | 36.82%-22.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,278 | $3,956-42.4% | $3,665-37.8% | $4,299-47.0% |
| Participant deferral / active EE | $6,371 | $8,297-23.2% | $7,994-20.3% | $6,507-2.1% |
| Admin fee / account holder | $682 | $11,446-94.0% | $11,185-93.9% | $12,624-94.6% |