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 | $351,898 | $95,803+267.3% | $113,168+211.0% | $84,808+314.9% |
| Participation rate | 40.9% | 72.9%-32.0pp | 76.6%-35.7pp | 68.3%-27.4pp |
| Annual return | 17.86% | 25.00%-7.1pp | 24.27%-6.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $932 | $2,360-60.5% | $2,975-68.7% | $2,631-64.6% |
| Participant deferral / active EE | $3,074 | $4,242-27.5% | $5,107-39.8% | $4,212-27.0% |
| Admin fee / account holder | $2,853 | $8,989-68.3% | $12,068-76.4% | $7,344-61.2% |