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 | $263,708 | $111,754+136.0% | $103,333+155.2% | $145,922+80.7% |
| Participation rate | 29.2% | 77.9%-48.8pp | 74.5%-45.3pp | 80.3%-51.1pp |
| Annual return | 13.76% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,768 | $4,212-58.0% | $3,868-54.3% | $4,660-62.1% |
| Participant deferral / active EE | $4,929 | $5,619-12.3% | $5,057-2.5% | $6,688-26.3% |
| Admin fee / account holder | $8,421 | $9,750-13.6% | $8,355+0.8% | $13,397-37.1% |