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 | $306,456 | $80,717+279.7% | $154,803+98.0% | $84,808+261.4% |
| Participation rate | 68.4% | 66.8%+1.6pp | 78.1%-9.6pp | 68.3%+0.1pp |
| Annual return | 18.28% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $11,173 | $2,761+304.6% | $4,305+159.5% | $2,631+324.7% |
| Participant deferral / active EE | $9,958 | $3,303+201.5% | $5,540+79.7% | $4,212+136.4% |
| Admin fee / account holder | $10,781 | $6,746+59.8% | $14,329-24.8% | $7,344+46.8% |