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 | $350,979 | $54,762+540.9% | $90,281+288.8% | $72,985+380.9% |
| Participation rate | 64.9% | 65.1%-0.3pp | 73.3%-8.4pp | 69.5%-4.6pp |
| Annual return | 17.71% | 30.63%-12.9pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,854 | $2,092+36.4% | $2,8540% | $2,440+17.0% |
| Participant deferral / active EE | $6,518 | $2,887+125.8% | $3,885+67.8% | $3,607+80.7% |
| Admin fee / account holder | $3,047 | $3,972-23.3% | $5,351-43.1% | $5,124-40.5% |