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 | $454,588 | $153,772+195.6% | $133,980+239.3% | $273,961+65.9% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 8.71% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.7pp |
| Employer contribution / active EE | $8,734 | $6,029+44.9% | $5,211+67.6% | $4,869+79.4% |
| Participant deferral / active EE | $8,549 | $6,958+22.9% | $6,282+36.1% | $5,287+61.7% |
| Admin fee / account holder | $5,869 | $11,765-50.1% | $9,324-37.1% | $10,132-42.1% |