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 | $260,563 | $102,317+154.7% | $146,958+77.3% | $80,856+222.3% |
| Participation rate | 44.2% | 75.8%-31.6pp | 82.2%-37.9pp | 67.6%-23.4pp |
| Annual return | 18.12% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,980 | $6,644-25.0% | $8,070-38.3% | $4,296+15.9% |
| Admin fee / account holder | $13,932 | $7,941+75.4% | $12,998+7.2% | $6,918+101.4% |