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 | $257,529 | $86,929+196.3% | $102,423+151.4% | $80,856+218.5% |
| Participation rate | 49.4% | 72.4%-23.0pp | 76.5%-27.1pp | 67.6%-18.3pp |
| Annual return | 25.15% | 18.88%+6.3pp | 29.32%-4.2pp | 35.59%-10.4pp |
| Employer contribution / active EE | $2,434 | $2,369+2.7% | $3,023-19.5% | $2,755-11.7% |
| Participant deferral / active EE | $4,383 | $4,118+6.4% | $5,053-13.3% | $4,296+2.0% |
| Admin fee / account holder | $2,568 | $8,049-68.1% | $9,451-72.8% | $6,918-62.9% |