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 | $267,262 | $94,625+182.4% | $116,228+129.9% | $84,808+215.1% |
| Participation rate | 65.5% | 70.4%-4.9pp | 74.6%-9.0pp | 68.3%-2.8pp |
| Annual return | 14.74% | 20.40%-5.7pp | 90.06%-75.3pp | 40.90%-26.2pp |
| Employer contribution / active EE | $828 | $2,347-64.7% | $2,994-72.4% | $2,631-68.5% |
| Participant deferral / active EE | $4,759 | $3,972+19.8% | $4,953-3.9% | $4,212+13.0% |
| Admin fee / account holder | $6,328 | $10,091-37.3% | $11,989-47.2% | $7,344-13.8% |