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 | $268,623 | $202,432+32.7% | $169,368+58.6% | $139,434+92.7% |
| Participation rate | 69.2% | 81.1%-11.8pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 24.09% | 531.74%-507.6pp | 405.60%-381.5pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,010 | $4,692-57.2% | $4,013-49.9% | $4,751-57.7% |
| Participant deferral / active EE | $4,491 | $6,938-35.3% | $6,221-27.8% | $6,710-33.1% |
| Admin fee / account holder | $2,381 | $10,708-77.8% | $9,003-73.6% | $11,403-79.1% |