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 | $264,933 | $124,425+112.9% | $112,040+136.5% | $137,256+93.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 17.31% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,064 | $3,411-39.5% | $2,954-30.1% | $4,156-50.3% |
| Participant deferral / active EE | $3,189 | $5,718-44.2% | $5,098-37.4% | $6,407-50.2% |
| Admin fee / account holder | $37,837 | $15,207+148.8% | $12,098+212.8% | $12,270+208.4% |