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 | $305,573 | $99,985+205.6% | $146,665+108.3% | $85,850+255.9% |
| Participation rate | 61.9% | 73.1%-11.2pp | 80.1%-18.2pp | 69.3%-7.4pp |
| Annual return | 13.06% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,989 | $2,559+16.8% | $4,136-27.7% | $2,565+16.5% |
| Participant deferral / active EE | $7,656 | $4,006+91.1% | $5,506+39.1% | $3,952+93.7% |
| Admin fee / account holder | $18,320 | $7,702+137.9% | $10,280+78.2% | $6,260+192.7% |