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 | $260,197 | $71,050+266.2% | $93,606+178.0% | $80,856+221.8% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.5pp | 67.6%-12.5pp |
| Annual return | 14.28% | 11.26%+3.0pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,521 | $1,564+61.2% | $2,420+4.2% | $2,755-8.5% |
| Participant deferral / active EE | $6,617 | $4,034+64.0% | $4,411+50.0% | $4,296+54.0% |
| Admin fee / account holder | $3,512 | $6,945-49.4% | $8,285-57.6% | $6,918-49.2% |