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 | $330,447 | $99,985+230.5% | $146,665+125.3% | $85,850+284.9% |
| Participation rate | 62.9% | 73.1%-10.2pp | 80.1%-17.2pp | 69.3%-6.5pp |
| Annual return | 13.98% | 18.93%-5.0pp | 22.74%-8.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $792 | $2,559-69.1% | $4,136-80.9% | $2,565-69.1% |
| Participant deferral / active EE | $8,294 | $4,006+107.1% | $5,506+50.6% | $3,952+109.9% |
| Admin fee / account holder | $39,356 | $7,702+411.0% | $10,280+282.9% | $6,260+528.7% |