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 | $273,018 | $59,097+362.0% | $82,389+231.4% | $74,304+267.4% |
| Participation rate | 24.2% | 52.8%-28.5pp | 69.5%-45.3pp | 60.3%-36.1pp |
| Annual return | 13.64% | 22.85%-9.2pp | 28.67%-15.0pp | 29.43%-15.8pp |
| Employer contribution / active EE | $448 | $1,601-72.0% | $2,517-82.2% | $2,241-80.0% |
| Participant deferral / active EE | $1,110 | $2,775-60.0% | $4,155-73.3% | $3,767-70.5% |
| Admin fee / account holder | $25,260 | $4,489+462.7% | $7,231+249.3% | $2,969+750.8% |