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 | $60,022+483.0% | $88,946+293.4% | $84,808+312.6% |
| Participation rate | 6.9% | 57.8%-50.9pp | 68.8%-62.0pp | 68.3%-61.4pp |
| Annual return | 16.52% | 22.43%-5.9pp | 57.82%-41.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $463 | $1,703-72.8% | $2,555-81.9% | $2,631-82.4% |
| Participant deferral / active EE | $1,288 | $3,114-58.6% | $4,581-71.9% | $4,212-69.4% |
| Admin fee / account holder | $2,857 | $4,811-40.6% | $8,261-65.4% | $7,344-61.1% |