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 | $274,319 | $65,365+319.7% | $92,893+195.3% | $72,985+275.9% |
| Participation rate | 64.5% | 68.3%-3.8pp | 76.0%-11.5pp | 69.5%-5.0pp |
| Annual return | 18.60% | 42.10%-23.5pp | 109.41%-90.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,259 | $3,128+164.0% | $4,236+95.0% | $3,607+128.9% |
| Admin fee / account holder | $5,511 | $4,251+29.6% | $5,794-4.9% | $5,124+7.6% |