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 | $260,827 | $87,733+197.3% | $106,548+144.8% | $85,850+203.8% |
| Participation rate | 58.9% | 71.9%-13.0pp | 76.1%-17.2pp | 69.3%-10.4pp |
| Annual return | 13.68% | 21.86%-8.2pp | 26.80%-13.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,058 | $2,073+47.5% | $2,819+8.5% | $2,565+19.2% |
| Participant deferral / active EE | $6,230 | $3,469+79.6% | $4,398+41.7% | $3,952+57.7% |
| Admin fee / account holder | $22,324 | $6,767+229.9% | $7,407+201.4% | $6,260+256.6% |