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 | $380,642 | $54,705+595.8% | $71,209+434.5% | $84,808+348.8% |
| Participation rate | 30.2% | 64.1%-33.8pp | 73.8%-43.5pp | 68.3%-38.1pp |
| Annual return | 13.64% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,574 | $2,158-27.1% | $2,721-42.2% | $2,631-40.2% |
| Participant deferral / active EE | $3,449 | $3,030+13.8% | $4,175-17.4% | $4,212-18.1% |
| Admin fee / account holder | $3,278 | $4,863-32.6% | $5,349-38.7% | $7,344-55.4% |