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 | $287,944 | $72,492+297.2% | $87,100+230.6% | $72,985+294.5% |
| Participation rate | 57.5% | 72.8%-15.3pp | 76.9%-19.4pp | 69.5%-12.0pp |
| Annual return | 23.44% | 24.46%-1.0pp | 28.19%-4.8pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,233 | $1,894-34.9% | $2,521-51.1% | $2,440-49.5% |
| Participant deferral / active EE | $4,432 | $3,270+35.6% | $4,049+9.5% | $3,607+22.9% |
| Admin fee / account holder | $5,120 | $5,055+1.3% | $7,497-31.7% | $5,124-0.1% |