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 | $733,070 | $56,897+1188.4% | $84,750+765.0% | $62,891+1065.6% |
| Participation rate | 0.0% | 68.5%-68.5pp | 76.6%-76.6pp | 69.3%-69.3pp |
| Annual return | 8.60% | 6.30%+2.3pp | 22.78%-14.2pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,334 | $2,400-44.4% | $3,574-62.7% | $2,281-41.5% |
| Participant deferral / active EE | $5,337 | $2,709+97.0% | $3,712+43.8% | $3,203+66.6% |
| Admin fee / account holder | $13,366 | $3,581+273.3% | $5,332+150.7% | $4,296+211.1% |