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 | $250,033 | $109,413+128.5% | $156,263+60.0% | $84,808+194.8% |
| Participation rate | 48.4% | 72.7%-24.3pp | 78.9%-30.5pp | 68.3%-19.9pp |
| Annual return | 16.39% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $2,054 | $2,907-29.3% | $4,333-52.6% | $2,631-21.9% |
| Participant deferral / active EE | $7,630 | $4,590+66.2% | $6,158+23.9% | $4,212+81.2% |
| Admin fee / account holder | $7,768 | $9,357-17.0% | $14,255-45.5% | $7,344+5.8% |