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 | $253,469 | $72,277+250.7% | $101,248+150.3% | $79,858+217.4% |
| Participation rate | 52.5% | 68.5%-16.0pp | 75.8%-23.3pp | 69.6%-17.1pp |
| Annual return | 12.91% | 22.30%-9.4pp | 46.47%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,833 | $2,692+5.2% | $3,660-22.6% | $2,471+14.7% |
| Participant deferral / active EE | $3,424 | $3,282+4.3% | $4,370-21.7% | $3,740-8.5% |
| Admin fee / account holder | $32,128 | $4,400+630.1% | $5,945+440.4% | $5,306+505.5% |