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 | $362,907 | $109,881+230.3% | $150,045+141.9% | $84,808+327.9% |
| Participation rate | 61.2% | 76.1%-14.9pp | 82.3%-21.1pp | 68.3%-7.1pp |
| Annual return | 18.25% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,804 | $3,561+6.8% | $4,693-18.9% | $2,631+44.6% |
| Participant deferral / active EE | $8,378 | $6,636+26.3% | $7,997+4.8% | $4,212+98.9% |
| Admin fee / account holder | $69,926 | $8,568+716.1% | $13,435+420.5% | $7,344+852.2% |