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 | $278,242 | $80,717+244.7% | $154,803+79.7% | $84,808+228.1% |
| Participation rate | 64.7% | 66.8%-2.1pp | 78.1%-13.4pp | 68.3%-3.6pp |
| Annual return | 15.06% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,375 | $2,761+22.2% | $4,305-21.6% | $2,631+28.3% |
| Participant deferral / active EE | $7,616 | $3,303+130.6% | $5,540+37.5% | $4,212+80.8% |
| Admin fee / account holder | $16,182 | $6,746+139.9% | $14,329+12.9% | $7,344+120.3% |