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 | $268,849 | $146,267+83.8% | $197,124+36.4% | $82,448+226.1% |
| Participation rate | 69.6% | 84.0%-14.4pp | 86.7%-17.1pp | 68.1%+1.6pp |
| Annual return | 17.33% | 29.61%-12.3pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $4,165 | $4,723-11.8% | $6,227-33.1% | $2,551+63.3% |
| Participant deferral / active EE | $9,019 | $7,035+28.2% | $9,135-1.3% | $4,139+117.9% |
| Admin fee / account holder | $7,463 | $14,422-48.3% | $16,298-54.2% | $7,234+3.2% |