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 | $368,663 | $45,073+717.9% | $69,455+430.8% | $72,985+405.1% |
| Participation rate | 43.4% | 68.5%-25.1pp | 74.6%-31.2pp | 69.5%-26.1pp |
| Annual return | 26.22% | 22.65%+3.6pp | 28.97%-2.7pp | 81.00%-54.8pp |
| Employer contribution / active EE | $4,156 | $2,054+102.4% | $2,779+49.6% | $2,440+70.4% |
| Participant deferral / active EE | $2,354 | $2,602-9.5% | $3,535-33.4% | $3,607-34.7% |
| Admin fee / account holder | $26,967 | $3,056+782.6% | $3,839+602.4% | $5,124+426.3% |