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 | $250,106 | $54,705+357.2% | $71,209+251.2% | $84,808+194.9% |
| Participation rate | 11.1% | 64.1%-53.0pp | 73.8%-62.6pp | 68.3%-57.2pp |
| Annual return | 19.01% | 35.90%-16.9pp | 282.51%-263.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $386 | $2,158-82.1% | $2,721-85.8% | $2,631-85.3% |
| Participant deferral / active EE | $1,624 | $3,030-46.4% | $4,175-61.1% | $4,212-61.4% |
| Admin fee / account holder | $6,751 | $4,863+38.8% | $5,349+26.2% | $7,344-8.1% |