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 | $342,354 | $106,749+220.7% | $145,433+135.4% | $82,448+315.2% |
| Participation rate | 67.9% | 75.6%-7.8pp | 82.1%-14.3pp | 68.1%-0.2pp |
| Annual return | 16.04% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $5,016 | $3,444+45.6% | $4,554+10.1% | $2,551+96.6% |
| Participant deferral / active EE | $6,788 | $6,519+4.1% | $7,897-14.1% | $4,139+64.0% |
| Admin fee / account holder | $7,422 | $8,390-11.5% | $13,129-43.5% | $7,234+2.6% |