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 | $346,870 | $161,352+115.0% | $134,172+158.5% | $137,256+152.7% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.5%-47.5pp | 80.0%-55.0pp |
| Annual return | 16.76% | 28.72%-12.0pp | 25.30%-8.5pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,020 | $4,099-75.1% | $3,420-70.2% | $4,156-75.5% |
| Participant deferral / active EE | $1,472 | $5,552-73.5% | $4,690-68.6% | $6,407-77.0% |
| Admin fee / account holder | $3,699 | $15,028-75.4% | $12,016-69.2% | $12,270-69.9% |