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 | $109,881+190.5% | $150,045+112.7% | $84,808+276.4% |
| Participation rate | 62.8% | 76.1%-13.3pp | 82.3%-19.5pp | 68.3%-5.5pp |
| Annual return | 19.59% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $974 | $3,561-72.6% | $4,693-79.2% | $2,631-63.0% |
| Participant deferral / active EE | $3,210 | $6,636-51.6% | $7,997-59.9% | $4,212-23.8% |
| Admin fee / account holder | $3,437 | $8,568-59.9% | $13,435-74.4% | $7,344-53.2% |