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 | $280,272 | $87,013+222.1% | $106,213+163.9% | $80,856+246.6% |
| Participation rate | 34.1% | 70.4%-36.3pp | 75.3%-41.1pp | 67.6%-33.5pp |
| Annual return | 11.49% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,368 | $2,395-42.9% | $3,171-56.9% | $2,755-50.3% |
| Participant deferral / active EE | $2,738 | $3,986-31.3% | $5,016-45.4% | $4,296-36.3% |
| Admin fee / account holder | $43,694 | $8,431+418.2% | $11,033+296.0% | $6,918+531.6% |