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 | $262,527 | $95,803+174.0% | $113,168+132.0% | $84,808+209.6% |
| Participation rate | 69.6% | 72.9%-3.3pp | 76.6%-7.0pp | 68.3%+1.3pp |
| Annual return | 14.22% | 25.00%-10.8pp | 24.27%-10.0pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,965 | $2,360+68.0% | $2,975+33.3% | $2,631+50.7% |
| Participant deferral / active EE | $7,809 | $4,242+84.1% | $5,107+52.9% | $4,212+85.4% |
| Admin fee / account holder | $7,611 | $8,989-15.3% | $12,068-36.9% | $7,344+3.6% |