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 | $351,488 | $106,749+229.3% | $145,433+141.7% | $82,448+326.3% |
| Participation rate | 56.0% | 75.6%-19.6pp | 82.1%-26.1pp | 68.1%-12.1pp |
| Annual return | 16.47% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,131 | $3,444-38.1% | $4,554-53.2% | $2,551-16.5% |
| Participant deferral / active EE | $5,486 | $6,519-15.8% | $7,897-30.5% | $4,139+32.5% |
| Admin fee / account holder | $4,148 | $8,390-50.6% | $13,129-68.4% | $7,234-42.7% |