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 | $418,634 | $135,952+207.9% | $123,892+237.9% | $273,961+52.8% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 3.75% | 56.63%-52.9pp | 47.52%-43.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $3,651 | $5,170-29.4% | $4,617-20.9% | $4,869-25.0% |
| Participant deferral / active EE | $9,600 | $6,343+51.4% | $5,984+60.4% | $5,287+81.6% |
| Admin fee / account holder | $3,191 | $9,817-67.5% | $8,357-61.8% | $10,132-68.5% |