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 | $354,586 | $89,753+295.1% | $107,525+229.8% | $84,808+318.1% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 15.14% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,088 | $3,113-0.8% | $3,754-17.7% | $2,631+17.4% |
| Participant deferral / active EE | $8,994 | $4,056+121.7% | $5,116+75.8% | $4,212+113.5% |
| Admin fee / account holder | $3,250 | $7,222-55.0% | $8,919-63.6% | $7,344-55.7% |