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 | $253,765 | $162,781+55.9% | $133,956+89.4% | $158,922+59.7% |
| Participation rate | 33.3% | 83.2%-49.9pp | 79.8%-46.5pp | 82.0%-48.6pp |
| Annual return | 15.81% | 41.94%-26.1pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $2,173 | $4,975-56.3% | $3,919-44.5% | $4,761-54.4% |
| Participant deferral / active EE | $8,667 | $5,911+46.6% | $5,048+71.7% | $5,982+44.9% |
| Admin fee / account holder | $2,246 | $11,736-80.9% | $8,927-74.8% | $11,246-80.0% |