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 | $339,187 | $95,803+254.0% | $113,168+199.7% | $84,808+299.9% |
| Participation rate | 44.1% | 72.9%-28.7pp | 76.6%-32.4pp | 68.3%-24.2pp |
| Annual return | 12.75% | 25.00%-12.2pp | 24.27%-11.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,460 | $4,242+52.3% | $5,107+26.5% | $4,212+53.4% |
| Admin fee / account holder | $6,231 | $8,989-30.7% | $12,068-48.4% | $7,344-15.1% |