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 | $419,590 | $89,698+367.8% | $103,476+305.5% | $80,856+418.9% |
| Participation rate | 61.8% | 76.0%-14.2pp | 80.5%-18.7pp | 67.6%-5.9pp |
| Annual return | 14.19% | 22.78%-8.6pp | 23.90%-9.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $6,168 | $4,018+53.5% | $4,672+32.0% | $2,755+123.9% |
| Participant deferral / active EE | $8,820 | $5,456+61.6% | $6,623+33.2% | $4,296+105.3% |
| Admin fee / account holder | $44,835 | $6,768+562.4% | $9,413+376.3% | $6,918+548.1% |