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 | $254,818 | $79,944+218.7% | $98,439+158.9% | $75,163+239.0% |
| Participation rate | 63.3% | 70.4%-7.0pp | 75.2%-11.8pp | 67.2%-3.9pp |
| Annual return | 15.80% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,774 | $2,264+22.5% | $3,048-9.0% | $2,670+3.9% |
| Participant deferral / active EE | $3,526 | $3,752-6.0% | $4,738-25.6% | $4,125-14.5% |
| Admin fee / account holder | $1,346 | $6,840-80.3% | $8,948-85.0% | $5,651-76.2% |