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 | $335,507 | $71,050+372.2% | $93,606+258.4% | $80,856+314.9% |
| Participation rate | 37.5% | 60.4%-22.9pp | 68.7%-31.2pp | 67.6%-30.1pp |
| Annual return | 19.55% | 11.26%+8.3pp | 133.20%-113.6pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,244 | $1,564-20.4% | $2,420-48.6% | $2,755-54.8% |
| Participant deferral / active EE | $2,682 | $4,034-33.5% | $4,411-39.2% | $4,296-37.6% |
| Admin fee / account holder | $5,905 | $6,945-15.0% | $8,285-28.7% | $6,918-14.6% |