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 | $349,920 | $57,590+507.6% | $86,233+305.8% | $82,448+324.4% |
| Participation rate | 6.9% | 57.9%-51.0pp | 69.0%-62.1pp | 68.1%-61.2pp |
| Annual return | 16.52% | 22.41%-5.9pp | 61.39%-44.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $463 | $1,655-72.1% | $2,504-81.5% | $2,551-81.9% |
| Participant deferral / active EE | $1,288 | $3,080-58.2% | $4,559-71.8% | $4,139-68.9% |
| Admin fee / account holder | $2,857 | $4,730-39.6% | $8,342-65.8% | $7,234-60.5% |