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 | $269,230 | $95,803+181.0% | $113,168+137.9% | $84,808+217.5% |
| Participation rate | 63.4% | 72.9%-9.4pp | 76.6%-13.2pp | 68.3%-4.9pp |
| Annual return | 14.69% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,106 | $2,360-10.8% | $2,975-29.2% | $2,631-20.0% |
| Participant deferral / active EE | $7,737 | $4,242+82.4% | $5,107+51.5% | $4,212+83.7% |
| Admin fee / account holder | $13,771 | $8,989+53.2% | $12,068+14.1% | $7,344+87.5% |