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 9-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 | $251,912 | $138,347+82.1% | $184,203+36.8% | $80,856+211.6% |
| Participation rate | 69.4% | 83.9%-14.4pp | 86.8%-17.4pp | 67.6%+1.8pp |
| Annual return | 14.35% | 20.02%-5.7pp | 28.81%-14.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,334 | $4,850+10.0% | $6,427-17.0% | $2,755+93.6% |
| Participant deferral / active EE | $15,130 | $7,071+114.0% | $9,131+65.7% | $4,296+252.2% |
| Admin fee / account holder | $8,959 | $10,483-14.5% | $13,901-35.6% | $6,918+29.5% |