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 | $270,112 | $71,050+280.2% | $93,606+188.6% | $80,856+234.1% |
| Participation rate | 65.9% | 60.4%+5.5pp | 68.7%-2.8pp | 67.6%-1.7pp |
| Annual return | 13.90% | 11.26%+2.6pp | 133.20%-119.3pp | 35.59%-21.7pp |
| Employer contribution / active EE | $976 | $1,564-37.6% | $2,420-59.7% | $2,755-64.6% |
| Participant deferral / active EE | $7,251 | $4,034+79.8% | $4,411+64.4% | $4,296+68.8% |
| Admin fee / account holder | $5,187 | $6,945-25.3% | $8,285-37.4% | $6,918-25.0% |