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 | $274,317 | $95,803+186.3% | $113,168+142.4% | $84,808+223.5% |
| Participation rate | 51.5% | 72.9%-21.3pp | 76.6%-25.0pp | 68.3%-16.8pp |
| Annual return | 19.45% | 25.00%-5.6pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,166 | $2,360-8.2% | $2,975-27.2% | $2,631-17.7% |
| Participant deferral / active EE | $6,366 | $4,242+50.1% | $5,107+24.7% | $4,212+51.2% |
| Admin fee / account holder | $2,860 | $8,989-68.2% | $12,068-76.3% | $7,344-61.1% |