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 | $322,481 | $185,822+73.5% | $169,993+89.7% | $139,434+131.3% |
| Participation rate | 47.4% | 87.8%-40.4pp | 87.0%-39.6pp | 80.3%-33.0pp |
| Annual return | 15.49% | 60.50%-45.0pp | 53.37%-37.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,894 | $7,590-35.5% | $6,785-27.9% | $4,751+3.0% |
| Participant deferral / active EE | $8,129 | $11,622-30.1% | $10,408-21.9% | $6,710+21.1% |
| Admin fee / account holder | $5,488 | $15,381-64.3% | $12,815-57.2% | $11,403-51.9% |