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 | $263,380 | $66,402+296.6% | $109,895+139.7% | $85,850+206.8% |
| Participation rate | 61.4% | 63.9%-2.5pp | 74.2%-12.8pp | 69.3%-7.9pp |
| Annual return | 15.55% | 19.59%-4.0pp | 29.45%-13.9pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,643 | $1,687+56.6% | $2,842-7.0% | $2,565+3.0% |
| Participant deferral / active EE | $5,699 | $2,842+100.5% | $4,048+40.8% | $3,952+44.2% |
| Admin fee / account holder | $1,101 | $4,557-75.8% | $6,066-81.8% | $6,260-82.4% |