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 | $294,779 | $88,707+232.3% | $74,183+297.4% | $273,961+7.6% |
| Participation rate | 36.4% | 79.4%-43.1pp | 76.6%-40.3pp | 83.0%-46.7pp |
| Annual return | 12.01% | 11.94%+0.1pp | 17.74%-5.7pp | 41.45%-29.4pp |
| Employer contribution / active EE | $979 | $3,159-69.0% | $2,370-58.7% | $4,869-79.9% |
| Participant deferral / active EE | $4,959 | $4,212+17.7% | $3,550+39.7% | $5,287-6.2% |
| Admin fee / account holder | $4,248 | $8,717-51.3% | $5,586-24.0% | $10,132-58.1% |