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 | $375,962 | $181,894+106.7% | $156,549+140.2% | $273,961+37.2% |
| Participation rate | 62.5% | 88.4%-25.9pp | 84.0%-21.5pp | 83.0%-20.5pp |
| Annual return | 9.30% | 30.74%-21.4pp | 32.23%-22.9pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,518 | $6,248-75.7% | $5,501-72.4% | $4,869-68.8% |
| Participant deferral / active EE | $3,353 | $5,550-39.6% | $4,871-31.2% | $5,287-36.6% |
| Admin fee / account holder | $1,515 | $15,559-90.3% | $13,027-88.4% | $10,132-85.0% |