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 | $300,410 | $61,605+387.6% | $112,229+167.7% | $75,163+299.7% |
| Participation rate | 44.4% | 61.7%-17.2pp | 72.4%-28.0pp | 67.2%-22.7pp |
| Annual return | 19.28% | 28.47%-9.2pp | 30.20%-10.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,506 | $2,015+74.0% | $3,430+2.2% | $2,670+31.3% |
| Participant deferral / active EE | $6,174 | $3,108+98.6% | $4,798+28.7% | $4,125+49.7% |
| Admin fee / account holder | $659 | $4,862-86.4% | $7,748-91.5% | $5,651-88.3% |