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 | $282,628 | $135,952+107.9% | $123,892+128.1% | $273,961+3.2% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 9.69% | 56.63%-46.9pp | 47.52%-37.8pp | 41.45%-31.8pp |
| Employer contribution / active EE | $2,177 | $5,170-57.9% | $4,617-52.9% | $4,869-55.3% |
| Participant deferral / active EE | $7,479 | $6,343+17.9% | $5,984+25.0% | $5,287+41.5% |
| Admin fee / account holder | $515 | $9,817-94.8% | $8,357-93.8% | $10,132-94.9% |