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 | $263,291 | $101,724+158.8% | $164,813+59.8% | $80,856+225.6% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.6%-7.6pp |
| Annual return | 19.75% | 16.72%+3.0pp | 69.93%-50.2pp | 35.59%-15.8pp |
| Employer contribution / active EE | $3,040 | $2,953+2.9% | $4,341-30.0% | $2,755+10.4% |
| Participant deferral / active EE | $6,749 | $4,477+50.7% | $6,031+11.9% | $4,296+57.1% |
| Admin fee / account holder | $2,356 | $8,227-71.4% | $12,690-81.4% | $6,918-65.9% |