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 | $375,320 | $95,803+291.8% | $113,168+231.6% | $84,808+342.6% |
| Participation rate | 29.4% | 72.9%-43.5pp | 76.6%-47.2pp | 68.3%-38.9pp |
| Annual return | 17.44% | 25.00%-7.6pp | 24.27%-6.8pp | 40.90%-23.5pp |
| Employer contribution / active EE | $873 | $2,360-63.0% | $2,975-70.7% | $2,631-66.8% |
| Participant deferral / active EE | $2,473 | $4,242-41.7% | $5,107-51.6% | $4,212-41.3% |
| Admin fee / account holder | $21,250 | $8,989+136.4% | $12,068+76.1% | $7,344+189.4% |