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 | $444,253 | $95,453+365.4% | $112,040+296.5% | $82,448+438.8% |
| Participation rate | 45.2% | 72.8%-27.5pp | 76.5%-31.3pp | 68.1%-22.8pp |
| Annual return | 18.08% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,470 | $4,224+5.8% | $5,098-12.3% | $4,139+8.0% |
| Admin fee / account holder | $5,375 | $9,013-40.4% | $12,098-55.6% | $7,234-25.7% |