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 | $268,293 | $78,422+242.1% | $95,952+179.6% | $79,858+236.0% |
| Participation rate | 68.9% | 73.5%-4.6pp | 77.1%-8.2pp | 69.6%-0.7pp |
| Annual return | 11.74% | 19.37%-7.6pp | 91.61%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,147 | $1,945+61.8% | $2,541+23.8% | $2,471+27.3% |
| Participant deferral / active EE | $6,144 | $3,440+78.6% | $4,167+47.4% | $3,740+64.3% |
| Admin fee / account holder | $2,765 | $5,622-50.8% | $6,795-59.3% | $5,306-47.9% |