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 | $263,922 | $124,281+112.4% | $109,143+141.8% | $167,490+57.6% |
| Participation rate | 17.4% | 79.4%-62.1pp | 75.9%-58.5pp | 82.1%-64.7pp |
| Annual return | 13.97% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $858 | $4,207-79.6% | $3,722-76.9% | $4,837-82.3% |
| Participant deferral / active EE | $1,645 | $5,255-68.7% | $4,653-64.7% | $6,341-74.1% |
| Admin fee / account holder | $2,620 | $7,970-67.1% | $6,752-61.2% | $12,309-78.7% |