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 | $296,785 | $94,625+213.6% | $116,228+155.3% | $84,808+250.0% |
| Participation rate | 54.8% | 70.4%-15.6pp | 74.6%-19.7pp | 68.3%-13.5pp |
| Annual return | 18.87% | 20.40%-1.5pp | 90.06%-71.2pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,168 | $2,347-7.6% | $2,994-27.6% | $2,631-17.6% |
| Participant deferral / active EE | $5,763 | $3,972+45.1% | $4,953+16.3% | $4,212+36.8% |
| Admin fee / account holder | $6,132 | $10,091-39.2% | $11,989-48.9% | $7,344-16.5% |