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 | $251,268 | $93,571+168.5% | $135,903+84.9% | $75,163+234.3% |
| Participation rate | 69.0% | 75.2%-6.2pp | 81.9%-12.9pp | 67.2%+1.8pp |
| Annual return | 17.63% | 30.90%-13.3pp | 68.23%-50.6pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,026 | $3,537-14.4% | $4,856-37.7% | $2,670+13.3% |
| Participant deferral / active EE | $7,293 | $6,404+13.9% | $7,758-6.0% | $4,125+76.8% |
| Admin fee / account holder | $2,154 | $6,975-69.1% | $10,762-80.0% | $5,651-61.9% |