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 | $95,803+237.2% | $113,168+185.5% | $84,808+280.9% |
| Participation rate | 63.3% | 72.9%-9.5pp | 76.6%-13.2pp | 68.3%-5.0pp |
| Annual return | 15.62% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,118 | $2,360+74.5% | $2,975+38.4% | $2,631+56.5% |
| Participant deferral / active EE | $5,526 | $4,242+30.3% | $5,107+8.2% | $4,212+31.2% |
| Admin fee / account holder | $4,823 | $8,989-46.3% | $12,068-60.0% | $7,344-34.3% |