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 | $603,202 | $54,762+1001.5% | $90,281+568.1% | $72,985+726.5% |
| Participation rate | 22.4% | 65.1%-42.8pp | 73.3%-50.9pp | 69.5%-47.1pp |
| Annual return | 24.49% | 30.63%-6.1pp | 78.10%-53.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,521 | $2,887-47.3% | $3,885-60.8% | $3,607-57.8% |
| Admin fee / account holder | $505 | $3,972-87.3% | $5,351-90.6% | $5,124-90.2% |