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 | $346,765 | $148,978+132.8% | $200,582+72.9% | $84,808+308.9% |
| Participation rate | 48.6% | 84.2%-35.6pp | 86.9%-38.2pp | 68.3%-19.7pp |
| Annual return | 17.77% | 28.16%-10.4pp | 42.33%-24.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,838 | $7,142+23.7% | $9,331-5.3% | $4,212+109.9% |
| Admin fee / account holder | $12,878 | $13,977-7.9% | $16,305-21.0% | $7,344+75.4% |