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 | $291,943 | $60,022+386.4% | $88,946+228.2% | $84,808+244.2% |
| Participation rate | 46.2% | 57.8%-11.7pp | 68.8%-22.7pp | 68.3%-22.2pp |
| Annual return | 16.88% | 22.43%-5.5pp | 57.82%-40.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,217 | $1,703+30.2% | $2,555-13.2% | $2,631-15.7% |
| Participant deferral / active EE | $5,823 | $3,114+87.0% | $4,581+27.1% | $4,212+38.3% |
| Admin fee / account holder | $65,920 | $4,811+1270.2% | $8,261+698.0% | $7,344+797.6% |