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 | $443,705 | $48,750+810.2% | $88,946+398.9% | $74,304+497.1% |
| Participation rate | 8.0% | 44.5%-36.5pp | 68.8%-60.8pp | 60.3%-52.3pp |
| Annual return | 20.52% | 25.91%-5.4pp | 57.82%-37.3pp | 29.43%-8.9pp |
| Employer contribution / active EE | $260 | $1,255-79.3% | $2,555-89.8% | $2,241-88.4% |
| Participant deferral / active EE | $596 | $2,423-75.4% | $4,581-87.0% | $3,767-84.2% |
| Admin fee / account holder | $7,630 | $3,756+103.2% | $8,261-7.6% | $2,969+157.0% |