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 | $323,336 | $99,341+225.5% | $84,750+281.5% | $273,961+18.0% |
| Participation rate | 33.3% | 80.7%-47.4pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 4.74% | 22.93%-18.2pp | 22.78%-18.0pp | 41.45%-36.7pp |
| Employer contribution / active EE | $11,667 | $4,214+176.9% | $3,574+226.4% | $4,869+139.6% |
| Participant deferral / active EE | $8,000 | $4,269+87.4% | $3,712+115.5% | $5,287+51.3% |
| Admin fee / account holder | $3,829 | $6,644-42.4% | $5,332-28.2% | $10,132-62.2% |