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 | $660,041 | $101,724+548.9% | $164,813+300.5% | $80,856+716.3% |
| Participation rate | 69.0% | 71.8%-2.9pp | 78.6%-9.6pp | 67.6%+1.3pp |
| Annual return | 18.36% | 16.72%+1.6pp | 69.93%-51.6pp | 35.59%-17.2pp |
| Employer contribution / active EE | $2,892 | $2,953-2.1% | $4,341-33.4% | $2,755+5.0% |
| Participant deferral / active EE | $10,294 | $4,477+129.9% | $6,031+70.7% | $4,296+139.6% |
| Admin fee / account holder | $11,901 | $8,227+44.6% | $12,690-6.2% | $6,918+72.0% |