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 | $289,432 | $80,717+258.6% | $154,803+87.0% | $84,808+241.3% |
| Participation rate | 53.6% | 66.8%-13.2pp | 78.1%-24.5pp | 68.3%-14.7pp |
| Annual return | 17.54% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,853 | $2,761+3.3% | $4,305-33.7% | $2,631+8.4% |
| Participant deferral / active EE | $6,116 | $3,303+85.2% | $5,540+10.4% | $4,212+45.2% |
| Admin fee / account holder | $2,997 | $6,746-55.6% | $14,329-79.1% | $7,344-59.2% |