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 | $274,768 | $81,460+237.3% | $103,333+165.9% | $80,856+239.8% |
| Participation rate | 54.8% | 66.8%-12.1pp | 74.5%-19.7pp | 67.6%-12.9pp |
| Annual return | 14.85% | 25.55%-10.7pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $882 | $3,105-71.6% | $3,868-77.2% | $2,755-68.0% |
| Participant deferral / active EE | $3,646 | $3,869-5.8% | $5,057-27.9% | $4,296-15.1% |
| Admin fee / account holder | $25,568 | $6,566+289.4% | $8,355+206.0% | $6,918+269.6% |