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 | $94,031+199.5% | $115,768+143.3% | $82,448+241.6% |
| Participation rate | 24.1% | 70.4%-46.4pp | 74.4%-50.3pp | 68.1%-44.0pp |
| Annual return | 13.98% | 20.61%-6.6pp | 100.46%-86.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,159 | $2,323-50.1% | $2,940-60.6% | $2,551-54.6% |
| Participant deferral / active EE | $2,110 | $3,972-46.9% | $4,917-57.1% | $4,139-49.0% |
| Admin fee / account holder | $24,347 | $10,249+137.5% | $12,439+95.7% | $7,234+236.6% |