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 | $351,359 | $65,041+440.2% | $90,951+286.3% | $79,858+340.0% |
| Participation rate | 60.7% | 61.6%-0.9pp | 69.0%-8.3pp | 69.6%-8.9pp |
| Annual return | 18.10% | 30.45%-12.3pp | 134.60%-116.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $5,493 | $1,247+340.4% | $2,122+158.9% | $2,471+122.3% |
| Participant deferral / active EE | $4,580 | $2,512+82.3% | $3,373+35.8% | $3,740+22.4% |
| Admin fee / account holder | $27,510 | $4,536+506.5% | $5,959+361.7% | $5,306+418.4% |