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 | $326,676 | $51,576+533.4% | $129,207+152.8% | $80,856+304.0% |
| Participation rate | 25.9% | 57.0%-31.1pp | 69.6%-43.7pp | 67.6%-41.7pp |
| Annual return | 15.39% | 20.81%-5.4pp | 9417.33%-9401.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,303 | $1,584-17.7% | $4,153-68.6% | $2,755-52.7% |
| Participant deferral / active EE | $2,938 | $2,669+10.1% | $4,168-29.5% | $4,296-31.6% |
| Admin fee / account holder | $14,714 | $4,305+241.8% | $7,715+90.7% | $6,918+112.7% |