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 | $268,249 | $148,978+80.1% | $200,582+33.7% | $84,808+216.3% |
| Participation rate | 54.7% | 84.2%-29.5pp | 86.9%-32.2pp | 68.3%-13.6pp |
| Annual return | 15.25% | 28.16%-12.9pp | 42.33%-27.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,642 | $4,815-24.4% | $6,419-43.3% | $2,631+38.4% |
| Participant deferral / active EE | $8,557 | $7,142+19.8% | $9,331-8.3% | $4,212+103.2% |
| Admin fee / account holder | $4,405 | $13,977-68.5% | $16,305-73.0% | $7,344-40.0% |