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 | $331,250 | $54,705+505.5% | $71,209+365.2% | $84,808+290.6% |
| Participation rate | 61.2% | 64.1%-2.9pp | 73.8%-12.6pp | 68.3%-7.1pp |
| Annual return | 15.84% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $9,040 | $2,158+318.9% | $2,721+232.2% | $2,631+243.6% |
| Participant deferral / active EE | $8,463 | $3,030+179.3% | $4,175+102.7% | $4,212+101.0% |
| Admin fee / account holder | $6,757 | $4,863+38.9% | $5,349+26.3% | $7,344-8.0% |