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 | $259,585 | $106,749+143.2% | $145,433+78.5% | $82,448+214.8% |
| Participation rate | 56.8% | 75.6%-18.9pp | 82.1%-25.4pp | 68.1%-11.3pp |
| Annual return | 14.89% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,868 | $3,444-45.8% | $4,554-59.0% | $2,551-26.8% |
| Participant deferral / active EE | $5,226 | $6,519-19.8% | $7,897-33.8% | $4,139+26.3% |
| Admin fee / account holder | $2,189 | $8,390-73.9% | $13,129-83.3% | $7,234-69.7% |