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 | $371,475 | $127,065+192.3% | $113,168+228.3% | $142,382+160.9% |
| Participation rate | 42.9% | 79.2%-36.3pp | 76.6%-33.7pp | 80.1%-37.3pp |
| Annual return | 18.58% | 24.03%-5.4pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,468 | $3,442-57.4% | $2,975-50.7% | $4,299-65.9% |
| Participant deferral / active EE | $2,604 | $5,716-54.4% | $5,107-49.0% | $6,507-60.0% |
| Admin fee / account holder | $4,447 | $15,736-71.7% | $12,068-63.2% | $12,624-64.8% |