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 | $364,586 | $117,859+209.3% | $102,438+255.9% | $145,959+149.8% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 17.77% | 31.72%-14.0pp | 29.37%-11.6pp | 561.95%-544.2pp |
| Employer contribution / active EE | $5,642 | $3,615+56.1% | $3,024+86.6% | $4,661+21.1% |
| Participant deferral / active EE | $14,531 | $5,732+153.5% | $5,054+187.5% | $6,689+117.3% |
| Admin fee / account holder | $3,592 | $13,318-73.0% | $9,448-62.0% | $13,398-73.2% |