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 | $257,084 | $109,413+135.0% | $156,263+64.5% | $84,808+203.1% |
| Participation rate | 57.7% | 72.7%-15.0pp | 78.9%-21.2pp | 68.3%-10.6pp |
| Annual return | 13.46% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,969 | $2,907-32.3% | $4,333-54.6% | $2,631-25.1% |
| Participant deferral / active EE | $7,051 | $4,590+53.6% | $6,158+14.5% | $4,212+67.4% |
| Admin fee / account holder | $9,242 | $9,357-1.2% | $14,255-35.2% | $7,344+25.8% |