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 | $271,540 | $73,933+267.3% | $96,683+180.9% | $75,163+261.3% |
| Participation rate | 32.3% | 66.4%-34.2pp | 74.3%-42.1pp | 67.2%-34.9pp |
| Annual return | 15.67% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $3,916 | $2,928+33.8% | $3,737+4.8% | $2,670+46.7% |
| Participant deferral / active EE | $3,813 | $3,659+4.2% | $4,878-21.8% | $4,125-7.6% |
| Admin fee / account holder | $17,124 | $5,216+228.3% | $6,730+154.5% | $5,651+203.0% |