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 | $298,420 | $61,605+384.4% | $112,229+165.9% | $75,163+297.0% |
| Participation rate | 24.1% | 61.7%-37.6pp | 72.4%-48.4pp | 67.2%-43.1pp |
| Annual return | 22.02% | 28.47%-6.5pp | 30.20%-8.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $991 | $2,015-50.8% | $3,430-71.1% | $2,670-62.9% |
| Participant deferral / active EE | $1,819 | $3,108-41.5% | $4,798-62.1% | $4,125-55.9% |
| Admin fee / account holder | $2,231 | $4,862-54.1% | $7,748-71.2% | $5,651-60.5% |