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 | $361,838 | $148,978+142.9% | $200,582+80.4% | $84,808+326.7% |
| Participation rate | 64.7% | 84.2%-19.5pp | 86.9%-22.2pp | 68.3%-3.6pp |
| Annual return | 15.13% | 28.16%-13.0pp | 42.33%-27.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $5,567 | $4,815+15.6% | $6,419-13.3% | $2,631+111.6% |
| Participant deferral / active EE | $13,226 | $7,142+85.2% | $9,331+41.7% | $4,212+214.0% |
| Admin fee / account holder | $11,666 | $13,977-16.5% | $16,305-28.5% | $7,344+58.9% |