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 | $315,736 | $90,503+248.9% | $78,689+301.2% | $273,961+15.2% |
| Participation rate | 59.1% | 76.5%-17.4pp | 73.6%-14.5pp | 83.0%-23.9pp |
| Annual return | 5.73% | 75.60%-69.9pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,874 | $3,176-9.5% | $2,851+0.8% | $4,869-41.0% |
| Participant deferral / active EE | $7,026 | $3,901+80.1% | $3,517+99.8% | $5,287+32.9% |
| Admin fee / account holder | $3,829 | $5,263-27.2% | $4,510-15.1% | $10,132-62.2% |