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 | $267,350 | $178,174+50.0% | $156,181+71.2% | $137,256+94.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 18.50% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,052 | $4,972-18.5% | $4,294-5.6% | $4,156-2.5% |
| Participant deferral / active EE | $12,074 | $6,888+75.3% | $6,132+96.9% | $6,407+88.5% |
| Admin fee / account holder | $3,030 | $17,404-82.6% | $14,586-79.2% | $12,270-75.3% |