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 | $291,358 | $94,625+207.9% | $116,228+150.7% | $84,808+243.6% |
| Participation rate | 32.1% | 70.4%-38.4pp | 74.6%-42.5pp | 68.3%-36.2pp |
| Annual return | 14.76% | 20.40%-5.6pp | 90.06%-75.3pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,619 | $2,347-31.0% | $2,994-45.9% | $2,631-38.5% |
| Participant deferral / active EE | $3,846 | $3,972-3.2% | $4,953-22.4% | $4,212-8.7% |
| Admin fee / account holder | $8,639 | $10,091-14.4% | $11,989-27.9% | $7,344+17.6% |