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 9-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 | $288,435 | $81,460+254.1% | $103,333+179.1% | $80,856+256.7% |
| Participation rate | 65.7% | 66.8%-1.1pp | 74.5%-8.8pp | 67.6%-1.9pp |
| Annual return | 13.44% | 25.55%-12.1pp | 24.88%-11.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,442 | $3,105-21.4% | $3,868-36.9% | $2,755-11.4% |
| Participant deferral / active EE | $4,572 | $3,869+18.2% | $5,057-9.6% | $4,296+6.4% |
| Admin fee / account holder | $61,384 | $6,566+834.8% | $8,355+634.7% | $6,918+787.3% |