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 | $435,260 | $90,503+380.9% | $78,689+453.1% | $273,961+58.9% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 3.36% | 75.60%-72.2pp | 62.18%-58.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $594 | $3,176-81.3% | $2,851-79.2% | $4,869-87.8% |
| Participant deferral / active EE | $2,251 | $3,901-42.3% | $3,517-36.0% | $5,287-57.4% |
| Admin fee / account holder | $75,520 | $5,263+1334.9% | $4,510+1574.4% | $10,132+645.4% |