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 | $283,715 | $60,022+372.7% | $88,946+219.0% | $84,808+234.5% |
| Participation rate | 60.7% | 57.8%+2.9pp | 68.8%-8.1pp | 68.3%-7.6pp |
| Annual return | 30.10% | 22.43%+7.7pp | 57.82%-27.7pp | 40.90%-10.8pp |
| Employer contribution / active EE | $4,148 | $1,703+143.6% | $2,555+62.3% | $2,631+57.6% |
| Participant deferral / active EE | $6,748 | $3,114+116.7% | $4,581+47.3% | $4,212+60.2% |
| Admin fee / account holder | $8,450 | $4,811+75.6% | $8,261+2.3% | $7,344+15.1% |