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 | $660,648 | $138,347+377.5% | $184,203+258.7% | $80,856+717.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 86.8%-26.8pp | 67.6%-7.6pp |
| Annual return | 16.66% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-18.9pp |
| Employer contribution / active EE | $9,153 | $4,850+88.7% | $6,427+42.4% | $2,755+232.3% |
| Participant deferral / active EE | $11,045 | $7,071+56.2% | $9,131+21.0% | $4,296+157.1% |
| Admin fee / account holder | $16,080 | $10,483+53.4% | $13,901+15.7% | $6,918+132.4% |