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 | $284,171 | $72,277+293.2% | $101,248+180.7% | $79,858+255.8% |
| Participation rate | 60.6% | 68.5%-7.9pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | 12.35% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,440 | $3,282+126.7% | $4,370+70.3% | $3,740+98.9% |
| Admin fee / account holder | $35,356 | $4,400+703.5% | $5,945+494.7% | $5,306+566.3% |