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 | $264,436 | $109,881+140.7% | $150,045+76.2% | $84,808+211.8% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 15.15% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,983 | $3,561-44.3% | $4,693-57.7% | $2,631-24.6% |
| Participant deferral / active EE | $6,507 | $6,636-1.9% | $7,997-18.6% | $4,212+54.5% |
| Admin fee / account holder | $1,352 | $8,568-84.2% | $13,435-89.9% | $7,344-81.6% |