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 | $270,817 | $95,803+182.7% | $113,168+139.3% | $84,808+219.3% |
| Participation rate | 0.0% | 72.9%-72.9pp | 76.6%-76.6pp | 68.3%-68.3pp |
| Annual return | 12.74% | 25.00%-12.3pp | 24.27%-11.5pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,487 | $2,360-37.0% | $2,975-50.0% | $2,631-43.5% |
| Participant deferral / active EE | $1,974 | $4,242-53.5% | $5,107-61.4% | $4,212-53.1% |
| Admin fee / account holder | $32,925 | $8,989+266.3% | $12,068+172.8% | $7,344+348.3% |