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 | $254,419 | $99,985+154.5% | $146,665+73.5% | $85,850+196.4% |
| Participation rate | 23.0% | 73.1%-50.1pp | 80.1%-57.1pp | 69.3%-46.4pp |
| Annual return | 13.39% | 18.93%-5.5pp | 22.74%-9.4pp | 318.53%-305.1pp |
| Employer contribution / active EE | $793 | $2,559-69.0% | $4,136-80.8% | $2,565-69.1% |
| Participant deferral / active EE | $2,764 | $4,006-31.0% | $5,506-49.8% | $3,952-30.0% |
| Admin fee / account holder | $1,464 | $7,702-81.0% | $10,280-85.8% | $6,260-76.6% |