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 | $265,056 | $94,338+181.0% | $100,534+163.6% | $142,382+86.2% |
| Participation rate | 65.0% | 81.7%-16.7pp | 80.6%-15.6pp | 80.1%-15.1pp |
| Annual return | 14.73% | 29.20%-14.5pp | 32.66%-17.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,821 | $4,237-57.0% | $4,346-58.1% | $4,299-57.6% |
| Participant deferral / active EE | $6,069 | $5,934+2.3% | $6,144-1.2% | $6,507-6.7% |
| Admin fee / account holder | $18,256 | $8,421+116.8% | $7,654+138.5% | $12,624+44.6% |