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 | $514,968 | $57,065+802.4% | $75,670+580.5% | $70,131+634.3% |
| Participation rate | 63.6% | 68.1%-4.5pp | 72.3%-8.7pp | 69.5%-5.9pp |
| Annual return | 16.11% | 23.57%-7.5pp | 27.34%-11.2pp | 73.14%-57.0pp |
| Employer contribution / active EE | $9,394 | $1,817+417.1% | $2,352+299.4% | $2,342+301.0% |
| Participant deferral / active EE | $3,132 | $2,580+21.4% | $3,142-0.3% | $3,332-6.0% |
| Admin fee / account holder | $15,743 | $3,825+311.6% | $5,800+171.4% | $4,645+238.9% |