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 | $393,228 | $86,929+352.4% | $102,423+283.9% | $80,856+386.3% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.6%-7.0pp |
| Annual return | 11.54% | 18.88%-7.3pp | 29.32%-17.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,377 | $2,369-41.9% | $3,023-54.5% | $2,755-50.0% |
| Participant deferral / active EE | $5,295 | $4,118+28.6% | $5,053+4.8% | $4,296+23.3% |
| Admin fee / account holder | $11,235 | $8,049+39.6% | $9,451+18.9% | $6,918+62.4% |