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 | $282,785 | $73,933+282.5% | $96,683+192.5% | $75,163+276.2% |
| Participation rate | 54.2% | 66.4%-12.3pp | 74.3%-20.2pp | 67.2%-13.0pp |
| Annual return | 19.28% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $5,555 | $2,928+89.7% | $3,737+48.7% | $2,670+108.1% |
| Participant deferral / active EE | $9,169 | $3,659+150.6% | $4,878+88.0% | $4,125+122.3% |
| Admin fee / account holder | $849 | $5,216-83.7% | $6,730-87.4% | $5,651-85.0% |