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 | $260,536 | $86,929+199.7% | $102,423+154.4% | $80,856+222.2% |
| Participation rate | 69.4% | 72.4%-2.9pp | 76.5%-7.0pp | 67.6%+1.8pp |
| Annual return | 11.70% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,045 | $2,369-13.7% | $3,023-32.3% | $2,755-25.7% |
| Participant deferral / active EE | $7,799 | $4,118+89.4% | $5,053+54.3% | $4,296+81.6% |
| Admin fee / account holder | $20,698 | $8,049+157.2% | $9,451+119.0% | $6,918+199.2% |