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 | $311,566 | $115,882+168.9% | $100,516+210.0% | $158,922+96.0% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 27.10% | 34.79%-7.7pp | 30.89%-3.8pp | 302.83%-275.7pp |
| Employer contribution / active EE | $3,816 | $4,103-7.0% | $3,418+11.7% | $4,761-19.9% |
| Participant deferral / active EE | $15,167 | $6,674+127.2% | $6,270+141.9% | $5,982+153.5% |
| Admin fee / account holder | $2,228 | $10,995-79.7% | $8,081-72.4% | $11,246-80.2% |