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 | $382,331 | $95,803+299.1% | $113,168+237.8% | $84,808+350.8% |
| Participation rate | 67.6% | 72.9%-5.2pp | 76.6%-8.9pp | 68.3%-0.7pp |
| Annual return | 17.97% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,790 | $2,360+18.2% | $2,975-6.2% | $2,631+6.0% |
| Participant deferral / active EE | $5,248 | $4,242+23.7% | $5,107+2.8% | $4,212+24.6% |
| Admin fee / account holder | $11,704 | $8,989+30.2% | $12,068-3.0% | $7,344+59.4% |