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 | $250,045 | $149,040+67.8% | $120,225+108.0% | $137,256+82.2% |
| Participation rate | 25.0% | 75.4%-50.4pp | 69.6%-44.6pp | 80.0%-55.0pp |
| Annual return | 15.54% | 605.68%-590.1pp | 439.23%-423.7pp | 220.34%-204.8pp |
| Employer contribution / active EE | $520 | $4,350-88.0% | $3,475-85.0% | $4,156-87.5% |
| Participant deferral / active EE | $3,162 | $4,655-32.1% | $3,999-20.9% | $6,407-50.7% |
| Admin fee / account holder | $4,441 | $6,348-30.0% | $5,696-22.0% | $12,270-63.8% |