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 | $324,743 | $59,101+449.5% | $77,163+320.9% | $75,163+332.0% |
| Participation rate | 67.6% | 63.9%+3.8pp | 69.6%-1.9pp | 67.2%+0.5pp |
| Annual return | 17.86% | 26.71%-8.9pp | 37.87%-20.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $6,562 | $1,995+228.9% | $2,535+158.9% | $2,670+145.8% |
| Participant deferral / active EE | $4,056 | $2,999+35.2% | $3,833+5.8% | $4,125-1.7% |
| Admin fee / account holder | $32,478 | $4,774+580.3% | $5,472+493.5% | $5,651+474.7% |