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 | $276,454 | $89,753+208.0% | $107,525+157.1% | $84,808+226.0% |
| Participation rate | 66.0% | 68.1%-2.1pp | 75.1%-9.1pp | 68.3%-2.3pp |
| Annual return | 13.35% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,328 | $3,113-57.3% | $3,754-64.6% | $2,631-49.5% |
| Participant deferral / active EE | $9,338 | $4,056+130.2% | $5,116+82.5% | $4,212+121.7% |
| Admin fee / account holder | $7,870 | $7,222+9.0% | $8,919-11.8% | $7,344+7.2% |