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 | $263,208 | $58,234+352.0% | $81,783+221.8% | $80,874+225.5% |
| Participation rate | 68.3% | 63.4%+4.8pp | 72.4%-4.1pp | 67.6%+0.6pp |
| Annual return | 13.29% | 41.70%-28.4pp | 775.05%-761.8pp | 35.62%-22.3pp |
| Employer contribution / active EE | $4,282 | $2,341+82.9% | $2,913+47.0% | $2,756+55.4% |
| Participant deferral / active EE | $9,259 | $3,283+182.0% | $4,320+114.3% | $4,297+115.5% |
| Admin fee / account holder | $22,116 | $4,982+344.0% | $7,380+199.7% | $6,935+218.9% |