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 | $263,851 | $37,426+605.0% | $77,482+240.5% | $79,858+230.4% |
| Participation rate | 4.6% | 41.5%-36.9pp | 54.2%-49.6pp | 69.6%-65.0pp |
| Annual return | 11.37% | 39.70%-28.3pp | 54.79%-43.4pp | 31.71%-20.3pp |
| Employer contribution / active EE | $233 | $637-63.4% | $986-76.4% | $2,471-90.6% |
| Participant deferral / active EE | $730 | $1,260-42.1% | $1,861-60.8% | $3,740-80.5% |
| Admin fee / account holder | $4,260 | $2,504+70.1% | $2,858+49.1% | $5,306-19.7% |