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 | $268,972 | $72,277+272.1% | $101,248+165.7% | $79,858+236.8% |
| Participation rate | 63.6% | 68.5%-4.8pp | 75.8%-12.2pp | 69.6%-6.0pp |
| Annual return | 13.87% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $31,108 | $2,692+1055.8% | $3,660+750.1% | $2,471+1159.0% |
| Participant deferral / active EE | $2,336 | $3,282-28.8% | $4,370-46.5% | $3,740-37.5% |
| Admin fee / account holder | $5,274 | $4,400+19.9% | $5,945-11.3% | $5,306-0.6% |