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 | $324,583 | $297,529+9.1% | $246,525+31.7% | $357,791-9.3% |
| Participation rate | 50.0% | 86.5%-36.5pp | 82.0%-32.0pp | 85.6%-35.6pp |
| Annual return | 15.07% | -2.25%+17.3pp | 0.46%+14.6pp | 396.79%-381.7pp |
| Employer contribution / active EE | $8,370 | $8,709-3.9% | $7,467+12.1% | $7,508+11.5% |
| Participant deferral / active EE | $13,542 | $6,076+122.9% | $5,422+149.7% | $5,521+145.3% |
| Admin fee / account holder | $59,056 | $16,212+264.3% | $16,551+256.8% | $28,387+108.0% |