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 | $252,420 | $91,552+175.7% | $133,956+88.4% | $79,858+216.1% |
| Participation rate | 66.0% | 73.3%-7.3pp | 79.8%-13.8pp | 69.6%-3.6pp |
| Annual return | 18.29% | 61.85%-43.6pp | 45.09%-26.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $9,841 | $2,384+312.9% | $3,919+151.1% | $2,471+298.3% |
| Participant deferral / active EE | $4,568 | $3,733+22.3% | $5,048-9.5% | $3,740+22.1% |
| Admin fee / account holder | $7,551 | $6,321+19.5% | $8,927-15.4% | $5,306+42.3% |