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 | $250,388 | $64,324+289.3% | $118,925+110.5% | $79,858+213.5% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 16.53% | 86.45%-69.9pp | 35.88%-19.3pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,343 | $1,836+82.0% | $3,263+2.5% | $2,471+35.3% |
| Participant deferral / active EE | $7,101 | $2,824+151.5% | $4,265+66.5% | $3,740+89.9% |
| Admin fee / account holder | $5,780 | $4,040+43.1% | $6,581-12.2% | $5,306+8.9% |