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 | $286,512 | $95,803+199.1% | $113,168+153.2% | $84,808+237.8% |
| Participation rate | 63.9% | 72.9%-9.0pp | 76.6%-12.7pp | 68.3%-4.4pp |
| Annual return | 14.22% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,456 | $4,242+122.9% | $5,107+85.2% | $4,212+124.5% |
| Admin fee / account holder | $2,070 | $8,989-77.0% | $12,068-82.8% | $7,344-71.8% |