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 | $283,535 | $172,478+64.4% | $145,661+94.7% | $142,382+99.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.2%-27.2pp | 80.1%-30.1pp |
| Annual return | 12.95% | 151.09%-138.1pp | 101.46%-88.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $6,694 | $4,899+36.6% | $4,238+58.0% | $4,299+55.7% |
| Participant deferral / active EE | $6,519 | $8,348-21.9% | $7,198-9.4% | $6,507+0.2% |
| Admin fee / account holder | $13,628 | $16,864-19.2% | $12,466+9.3% | $12,624+8.0% |