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 | $250,583 | $109,413+129.0% | $156,263+60.4% | $84,808+195.5% |
| Participation rate | 48.5% | 72.7%-24.2pp | 78.9%-30.4pp | 68.3%-19.8pp |
| Annual return | 16.15% | 20.18%-4.0pp | 59.47%-43.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,365 | $2,907-18.6% | $4,333-45.4% | $2,631-10.1% |
| Participant deferral / active EE | $3,831 | $4,590-16.5% | $6,158-37.8% | $4,212-9.0% |
| Admin fee / account holder | $5,587 | $9,357-40.3% | $14,255-60.8% | $7,344-23.9% |