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 | $307,647 | $125,758+144.6% | $169,993+81.0% | $75,163+309.3% |
| Participation rate | 49.4% | 83.6%-34.2pp | 87.0%-37.6pp | 67.2%-17.8pp |
| Annual return | 19.84% | 27.20%-7.4pp | 53.37%-33.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $3,162 | $4,615-31.5% | $6,785-53.4% | $2,670+18.4% |
| Participant deferral / active EE | $7,207 | $6,837+5.4% | $10,408-30.7% | $4,125+74.7% |
| Admin fee / account holder | $28,870 | $8,173+253.2% | $12,815+125.3% | $5,651+410.9% |