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 | $274,779 | $80,673+240.6% | $101,326+171.2% | $84,808+224.0% |
| Participation rate | 57.8% | 77.8%-20.0pp | 81.5%-23.7pp | 68.3%-10.5pp |
| Annual return | 16.04% | 38.95%-22.9pp | 36.82%-20.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,365 | $2,698+24.7% | $3,665-8.2% | $2,631+27.9% |
| Participant deferral / active EE | $6,711 | $6,840-1.9% | $7,994-16.0% | $4,212+59.4% |
| Admin fee / account holder | $1,675 | $12,784-86.9% | $11,185-85.0% | $7,344-77.2% |