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 | $266,404 | $86,929+206.5% | $102,423+160.1% | $80,856+229.5% |
| Participation rate | 65.5% | 72.4%-6.9pp | 76.5%-11.0pp | 67.6%-2.2pp |
| Annual return | 20.25% | 18.88%+1.4pp | 29.32%-9.1pp | 35.59%-15.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $15,038 | $4,118+265.1% | $5,053+197.6% | $4,296+250.1% |
| Admin fee / account holder | $44,599 | $8,049+454.1% | $9,451+371.9% | $6,918+544.7% |