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 | $279,347 | $88,672+215.0% | $105,223+165.5% | $82,448+238.8% |
| Participation rate | 25.9% | 67.9%-42.0pp | 75.0%-49.1pp | 68.1%-42.1pp |
| Annual return | 14.22% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $4,630 | $3,048+51.9% | $3,689+25.5% | $2,551+81.5% |
| Participant deferral / active EE | $4,727 | $4,036+17.1% | $5,072-6.8% | $4,139+14.2% |
| Admin fee / account holder | $2,262 | $7,146-68.3% | $8,859-74.5% | $7,234-68.7% |