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 | $255,030 | $81,460+213.1% | $103,333+146.8% | $80,856+215.4% |
| Participation rate | 31.4% | 66.8%-35.4pp | 74.5%-43.1pp | 67.6%-36.2pp |
| Annual return | 11.06% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,119 | $3,105+0.5% | $3,868-19.4% | $2,755+13.2% |
| Participant deferral / active EE | $4,615 | $3,869+19.3% | $5,057-8.8% | $4,296+7.4% |
| Admin fee / account holder | $4,865 | $6,566-25.9% | $8,355-41.8% | $6,918-29.7% |