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 | $319,185 | $106,749+199.0% | $145,433+119.5% | $82,448+287.1% |
| Participation rate | 62.8% | 75.6%-12.9pp | 82.1%-19.3pp | 68.1%-5.3pp |
| Annual return | 19.59% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $974 | $3,444-71.7% | $4,554-78.6% | $2,551-61.8% |
| Participant deferral / active EE | $3,210 | $6,519-50.7% | $7,897-59.3% | $4,139-22.4% |
| Admin fee / account holder | $3,437 | $8,390-59.0% | $13,129-73.8% | $7,234-52.5% |