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 | $272,219 | $109,881+147.7% | $150,045+81.4% | $84,808+221.0% |
| Participation rate | 69.0% | 76.1%-7.1pp | 82.3%-13.4pp | 68.3%+0.7pp |
| Annual return | 20.90% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $5,093 | $3,561+43.0% | $4,693+8.5% | $2,631+93.6% |
| Participant deferral / active EE | $8,858 | $6,636+33.5% | $7,997+10.8% | $4,212+110.3% |
| Admin fee / account holder | $38,968 | $8,568+354.8% | $13,435+190.1% | $7,344+430.6% |