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 | $258,188 | $102,616+151.6% | $81,983+214.9% | $158,922+62.5% |
| Participation rate | 69.6% | 75.5%-6.0pp | 69.2%+0.3pp | 82.0%-12.4pp |
| Annual return | 12.20% | 61.04%-48.8pp | 41.31%-29.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,838 | $3,240+18.4% | $2,498+53.6% | $4,761-19.4% |
| Participant deferral / active EE | $8,511 | $4,648+83.1% | $3,722+128.7% | $5,982+42.3% |
| Admin fee / account holder | $36,325 | $8,235+341.1% | $5,664+541.4% | $11,246+223.0% |