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 | $302,919 | $89,753+237.5% | $107,525+181.7% | $84,808+257.2% |
| Participation rate | 68.0% | 68.1%-0.1pp | 75.1%-7.1pp | 68.3%-0.3pp |
| Annual return | 16.64% | 29.48%-12.8pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,175 | $3,113-30.2% | $3,754-42.1% | $2,631-17.3% |
| Participant deferral / active EE | $6,414 | $4,056+58.1% | $5,116+25.4% | $4,212+52.3% |
| Admin fee / account holder | $26,252 | $7,222+263.5% | $8,919+194.3% | $7,344+257.5% |