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 | $95,453+300.5% | $112,040+241.2% | $82,448+363.7% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.5%-8.8pp | 68.1%-0.4pp |
| Annual return | 17.97% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2,790 | $2,318+20.4% | $2,954-5.6% | $2,551+9.4% |
| Participant deferral / active EE | $5,248 | $4,224+24.3% | $5,098+3.0% | $4,139+26.8% |
| Admin fee / account holder | $11,704 | $9,013+29.9% | $12,098-3.3% | $7,234+61.8% |