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 | $268,326 | $106,115+152.9% | $85,969+212.1% | $125,391+114.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 76.5%-9.9pp | 83.2%-16.5pp |
| Annual return | 1.39% | 13.93%-12.5pp | 9.32%-7.9pp | 282.22%-280.8pp |
| Employer contribution / active EE | $4,009 | $4,537-11.6% | $3,474+15.4% | $4,866-17.6% |
| Participant deferral / active EE | $4,629 | $4,859-4.7% | $3,829+20.9% | $5,352-13.5% |
| Admin fee / account holder | $11,551 | $8,144+41.8% | $6,053+90.8% | $9,540+21.1% |