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 | $318,449 | $127,065+150.6% | $113,168+181.4% | $142,382+123.7% |
| Participation rate | 38.9% | 79.2%-40.3pp | 76.6%-37.7pp | 80.1%-41.2pp |
| Annual return | 19.47% | 24.03%-4.6pp | 24.27%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,792 | $3,442-47.9% | $2,975-39.8% | $4,299-58.3% |
| Participant deferral / active EE | $4,526 | $5,716-20.8% | $5,107-11.4% | $6,507-30.4% |
| Admin fee / account holder | $1,221 | $15,736-92.2% | $12,068-89.9% | $12,624-90.3% |