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 | $271,908 | $165,335+64.5% | $149,696+81.6% | $158,922+71.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 13.06% | 348.15%-335.1pp | 276.60%-263.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $6,456 | $5,103+26.5% | $4,644+39.0% | $4,761+35.6% |
| Participant deferral / active EE | $20,850 | $7,181+190.3% | $6,842+204.8% | $5,982+248.5% |
| Admin fee / account holder | $3,533 | $10,807-67.3% | $9,309-62.0% | $11,246-68.6% |