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 | $252,307 | $72,012+250.4% | $185,823+35.8% | $79,858+215.9% |
| Participation rate | 69.0% | 65.8%+3.2pp | 78.0%-9.1pp | 69.6%-0.7pp |
| Annual return | 15.06% | 23.12%-8.1pp | 35.95%-20.9pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,500 | $1,965+78.2% | $4,087-14.4% | $2,471+41.7% |
| Participant deferral / active EE | $8,771 | $3,779+132.1% | $5,632+55.7% | $3,740+134.5% |
| Admin fee / account holder | $30,996 | $4,513+586.9% | $9,500+226.3% | $5,306+484.1% |