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 | $276,135 | $109,413+152.4% | $156,263+76.7% | $84,808+225.6% |
| Participation rate | 69.0% | 72.7%-3.6pp | 78.9%-9.9pp | 68.3%+0.7pp |
| Annual return | 16.67% | 20.18%-3.5pp | 59.47%-42.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,328 | $2,907+14.5% | $4,333-23.2% | $2,631+26.5% |
| Participant deferral / active EE | $5,673 | $4,590+23.6% | $6,158-7.9% | $4,212+34.7% |
| Admin fee / account holder | $38,449 | $9,357+310.9% | $14,255+169.7% | $7,344+423.6% |