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 | $281,606 | $94,625+197.6% | $116,228+142.3% | $84,808+232.1% |
| Participation rate | 24.1% | 70.4%-46.4pp | 74.6%-50.5pp | 68.3%-44.3pp |
| Annual return | 13.98% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,159 | $2,347-50.6% | $2,994-61.3% | $2,631-56.0% |
| Participant deferral / active EE | $2,110 | $3,972-46.9% | $4,953-57.4% | $4,212-49.9% |
| Admin fee / account holder | $24,347 | $10,091+141.3% | $11,989+103.1% | $7,344+231.5% |