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 | $288,771 | $81,208+255.6% | $98,907+192.0% | $79,858+261.6% |
| Participation rate | 53.8% | 72.5%-18.7pp | 76.0%-22.2pp | 69.6%-15.8pp |
| Annual return | 22.16% | 60.99%-38.8pp | 196.43%-174.3pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,003 | $1,960-48.8% | $2,689-62.7% | $2,471-59.4% |
| Participant deferral / active EE | $4,358 | $3,265+33.5% | $4,244+2.7% | $3,740+16.5% |
| Admin fee / account holder | $9,609 | $6,013+59.8% | $6,642+44.7% | $5,306+81.1% |