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 | $253,812 | $79,944+217.5% | $98,439+157.8% | $75,163+237.7% |
| Participation rate | 40.0% | 70.4%-30.4pp | 75.2%-35.2pp | 67.2%-27.2pp |
| Annual return | 14.67% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $894 | $2,264-60.5% | $3,048-70.7% | $2,670-66.5% |
| Participant deferral / active EE | $2,520 | $3,752-32.8% | $4,738-46.8% | $4,125-38.9% |
| Admin fee / account holder | $12,092 | $6,840+76.8% | $8,948+35.1% | $5,651+114.0% |