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 | $405,123 | $48,750+731.0% | $88,946+355.5% | $74,304+445.2% |
| Participation rate | 16.7% | 44.5%-27.8pp | 68.8%-52.2pp | 60.3%-43.7pp |
| Annual return | 16.37% | 25.91%-9.5pp | 57.82%-41.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $770 | $1,255-38.6% | $2,555-69.8% | $2,241-65.6% |
| Participant deferral / active EE | $2,024 | $2,423-16.5% | $4,581-55.8% | $3,767-46.3% |
| Admin fee / account holder | $2,224 | $3,756-40.8% | $8,261-73.1% | $2,969-25.1% |