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 | $294,150 | $56,053+424.8% | $75,972+287.2% | $80,856+263.8% |
| Participation rate | 64.5% | 62.0%+2.5pp | 69.1%-4.5pp | 67.6%-3.1pp |
| Annual return | 15.78% | 20.53%-4.8pp | 359.55%-343.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $3,037 | $1,874+62.0% | $2,685+13.1% | $2,755+10.2% |
| Participant deferral / active EE | $6,339 | $3,052+107.7% | $4,255+49.0% | $4,296+47.6% |
| Admin fee / account holder | $4,567 | $5,234-12.7% | $6,467-29.4% | $6,918-34.0% |