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 | $254,190 | $85,022+199.0% | $70,515+260.5% | $139,434+82.3% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.3%-22.9pp | 80.3%-34.9pp |
| Annual return | 18.94% | 30.38%-11.4pp | 32.77%-13.8pp | 372.94%-354.0pp |
| Employer contribution / active EE | $742 | $3,909-81.0% | $2,973-75.0% | $4,751-84.4% |
| Participant deferral / active EE | $3,905 | $5,890-33.7% | $4,567-14.5% | $6,710-41.8% |
| Admin fee / account holder | $15,520 | $8,906+74.3% | $6,412+142.0% | $11,403+36.1% |