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 | $286,253 | $60,892+370.1% | $82,389+247.4% | $84,808+237.5% |
| Participation rate | 57.9% | 63.3%-5.4pp | 69.5%-11.7pp | 68.3%-10.4pp |
| Annual return | 15.87% | 37.29%-21.4pp | 28.67%-12.8pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,263 | $1,779+27.2% | $2,517-10.1% | $2,631-14.0% |
| Participant deferral / active EE | $3,639 | $3,179+14.5% | $4,155-12.4% | $4,212-13.6% |
| Admin fee / account holder | $36,534 | $5,467+568.2% | $7,231+405.3% | $7,344+397.5% |