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 | $272,192 | $109,413+148.8% | $156,263+74.2% | $84,808+221.0% |
| Participation rate | 56.3% | 72.7%-16.4pp | 78.9%-22.7pp | 68.3%-12.1pp |
| Annual return | 21.16% | 20.18%+1.0pp | 59.47%-38.3pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,281 | $4,590-50.3% | $6,158-63.0% | $4,212-45.8% |
| Admin fee / account holder | $12,129 | $9,357+29.6% | $14,255-14.9% | $7,344+65.2% |