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 | $108,825+130.3% | $156,181+60.4% | $82,448+203.9% |
| Participation rate | 48.5% | 72.4%-23.9pp | 78.8%-30.3pp | 68.1%-19.6pp |
| Annual return | 16.15% | 20.59%-4.4pp | 64.87%-48.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,365 | $2,870-17.6% | $4,294-44.9% | $2,551-7.3% |
| Participant deferral / active EE | $3,831 | $4,577-16.3% | $6,132-37.5% | $4,139-7.4% |
| Admin fee / account holder | $5,587 | $9,341-40.2% | $14,586-61.7% | $7,234-22.8% |