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 | $311,829 | $89,753+247.4% | $107,525+190.0% | $84,808+267.7% |
| Participation rate | 57.5% | 68.1%-10.6pp | 75.1%-17.6pp | 68.3%-10.8pp |
| Annual return | 15.42% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,854 | $3,113+23.8% | $3,754+2.7% | $2,631+46.5% |
| Participant deferral / active EE | $3,967 | $4,056-2.2% | $5,116-22.4% | $4,212-5.8% |
| Admin fee / account holder | $18,171 | $7,222+151.6% | $8,919+103.7% | $7,344+147.4% |