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 | $323,041 | $95,453+238.4% | $112,040+188.3% | $82,448+291.8% |
| Participation rate | 63.3% | 72.8%-9.4pp | 76.5%-13.2pp | 68.1%-4.7pp |
| Annual return | 15.62% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $4,118 | $2,318+77.7% | $2,954+39.4% | $2,551+61.4% |
| Participant deferral / active EE | $5,526 | $4,224+30.8% | $5,098+8.4% | $4,139+33.5% |
| Admin fee / account holder | $4,823 | $9,013-46.5% | $12,098-60.1% | $7,234-33.3% |