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 | $307,014 | $102,547+199.4% | $78,210+292.5% | $147,584+108.0% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 23.74% | 51.08%-27.3pp | 40.90%-17.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $557 | $2,617-78.7% | $2,034-72.6% | $4,876-88.6% |
| Participant deferral / active EE | $557 | $3,481-84.0% | $2,823-80.3% | $5,439-89.8% |
| Admin fee / account holder | $4,054 | $5,059-19.9% | $3,758+7.9% | $10,885-62.8% |