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 | $398,586 | $109,413+264.3% | $156,263+155.1% | $84,808+370.0% |
| Participation rate | 56.0% | 72.7%-16.7pp | 78.9%-22.9pp | 68.3%-12.3pp |
| Annual return | 22.80% | 20.18%+2.6pp | 59.47%-36.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,639 | $2,907-43.6% | $4,333-62.2% | $2,631-37.7% |
| Participant deferral / active EE | $3,074 | $4,590-33.0% | $6,158-50.1% | $4,212-27.0% |
| Admin fee / account holder | $44,930 | $9,357+380.2% | $14,255+215.2% | $7,344+511.8% |