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 | $280,760 | $118,427+137.1% | $66,042+325.1% | $142,382+97.2% |
| Participation rate | 33.3% | 68.1%-34.8pp | 67.5%-34.2pp | 80.1%-46.8pp |
| Annual return | 16.39% | 35.57%-19.2pp | 52.11%-35.7pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,490 | $2,570-42.0% | $1,579-5.7% | $4,299-65.4% |
| Participant deferral / active EE | $5,041 | $4,311+16.9% | $2,835+77.8% | $6,507-22.5% |
| Admin fee / account holder | $2,569 | $9,593-73.2% | $5,747-55.3% | $12,624-79.6% |