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 | $278,353 | $197,591+40.9% | $177,821+56.5% | $158,922+75.2% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.7%-23.0pp | 82.0%-17.3pp |
| Annual return | 13.60% | 58.76%-45.2pp | 48.32%-34.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,422 | $6,697-48.9% | $5,918-42.2% | $4,761-28.1% |
| Participant deferral / active EE | $4,984 | $8,405-40.7% | $7,714-35.4% | $5,982-16.7% |
| Admin fee / account holder | $1,478 | $15,399-90.4% | $12,427-88.1% | $11,246-86.9% |