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 | $252,517 | $52,279+383.0% | $89,391+182.5% | $79,858+216.2% |
| Participation rate | 25.0% | 57.5%-32.5pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | 20.36% | 22.16%-1.8pp | 245.62%-225.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $773 | $1,572-50.8% | $2,586-70.1% | $2,471-68.7% |
| Participant deferral / active EE | $4,478 | $2,740+63.4% | $3,890+15.1% | $3,740+19.7% |
| Admin fee / account holder | $1,553 | $3,356-53.7% | $4,881-68.2% | $5,306-70.7% |