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 | $276,997 | $181,894+52.3% | $156,549+76.9% | $273,961+1.1% |
| Participation rate | 36.4% | 88.4%-52.0pp | 84.0%-47.6pp | 83.0%-46.7pp |
| Annual return | 5.97% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,685 | $6,248-73.0% | $5,501-69.4% | $4,869-65.4% |
| Participant deferral / active EE | $4,369 | $5,550-21.3% | $4,871-10.3% | $5,287-17.4% |
| Admin fee / account holder | $9,595 | $15,559-38.3% | $13,027-26.3% | $10,132-5.3% |