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 | $255,154 | $115,882+120.2% | $100,516+153.8% | $158,922+60.6% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 14.25% | 34.79%-20.5pp | 30.89%-16.6pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,083 | $4,103-73.6% | $3,418-68.3% | $4,761-77.3% |
| Participant deferral / active EE | $2,266 | $6,674-66.0% | $6,270-63.9% | $5,982-62.1% |
| Admin fee / account holder | $5,604 | $10,995-49.0% | $8,081-30.6% | $11,246-50.2% |