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 | $286,897 | $176,812+62.3% | $146,665+95.6% | $167,490+71.3% |
| Participation rate | 45.0% | 83.6%-38.6pp | 80.1%-35.1pp | 82.1%-37.1pp |
| Annual return | 12.04% | 24.03%-12.0pp | 22.74%-10.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $1,386 | $5,160-73.1% | $4,136-66.5% | $4,837-71.4% |
| Participant deferral / active EE | $7,150 | $6,440+11.0% | $5,506+29.9% | $6,341+12.8% |
| Admin fee / account holder | $67,042 | $13,259+405.6% | $10,280+552.2% | $12,309+444.7% |