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 | $335,083 | $101,763+229.3% | $164,866+103.2% | $80,874+314.3% |
| Participation rate | 66.0% | 71.8%-5.9pp | 78.6%-12.6pp | 67.6%-1.7pp |
| Annual return | 10.77% | 16.73%-6.0pp | 69.97%-59.2pp | 35.62%-24.8pp |
| Employer contribution / active EE | $4,929 | $2,954+66.8% | $4,343+13.5% | $2,756+78.9% |
| Participant deferral / active EE | $4,704 | $4,477+5.1% | $6,033-22.0% | $4,297+9.5% |
| Admin fee / account holder | $15,007 | $8,228+82.4% | $12,689+18.3% | $6,935+116.4% |