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 | $278,755 | $162,781+71.2% | $133,956+108.1% | $158,922+75.4% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 15.87% | 41.94%-26.1pp | 45.09%-29.2pp | 302.83%-287.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,946 | $5,911+0.6% | $5,048+17.8% | $5,982-0.6% |
| Admin fee / account holder | $56,806 | $11,736+384.0% | $8,927+536.3% | $11,246+405.1% |