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 | $373,480 | $81,248+359.7% | $155,509+140.2% | $80,856+361.9% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 14.03% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.6pp |
| Employer contribution / active EE | $771 | $3,100-75.1% | $4,672-83.5% | $2,755-72.0% |
| Participant deferral / active EE | $2,937 | $3,452-14.9% | $5,626-47.8% | $4,296-31.6% |
| Admin fee / account holder | $529 | $7,997-93.4% | $15,912-96.7% | $6,918-92.4% |