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 | $393,137 | $78,672+399.7% | $109,143+260.2% | $85,850+357.9% |
| Participation rate | 68.8% | 68.3%+0.5pp | 75.9%-7.1pp | 69.3%-0.6pp |
| Annual return | 16.51% | 25.09%-8.6pp | 25.75%-9.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,117 | $2,735-59.1% | $3,722-70.0% | $2,565-56.4% |
| Participant deferral / active EE | $7,386 | $3,467+113.0% | $4,653+58.7% | $3,952+86.9% |
| Admin fee / account holder | $35,246 | $5,469+544.4% | $6,752+422.0% | $6,260+463.0% |