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 | $351,223 | $148,978+135.8% | $200,582+75.1% | $84,808+314.1% |
| Participation rate | 57.8% | 84.2%-26.4pp | 86.9%-29.1pp | 68.3%-10.5pp |
| Annual return | 14.60% | 28.16%-13.6pp | 42.33%-27.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,388 | $4,815-29.6% | $6,419-47.2% | $2,631+28.8% |
| Participant deferral / active EE | $9,142 | $7,142+28.0% | $9,331-2.0% | $4,212+117.1% |
| Admin fee / account holder | $31,516 | $13,977+125.5% | $16,305+93.3% | $7,344+329.1% |