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 | $251,740 | $101,724+147.5% | $164,813+52.7% | $80,856+211.3% |
| Participation rate | 61.1% | 71.8%-10.7pp | 78.6%-17.5pp | 67.6%-6.5pp |
| Annual return | 11.10% | 16.72%-5.6pp | 69.93%-58.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,903 | $2,953+32.1% | $4,341-10.1% | $2,755+41.7% |
| Participant deferral / active EE | $7,717 | $4,477+72.4% | $6,031+27.9% | $4,296+79.6% |
| Admin fee / account holder | $10,497 | $8,227+27.6% | $12,690-17.3% | $6,918+51.7% |