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 | $321,603 | $211,958+51.7% | $169,463+89.8% | $135,375+137.6% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -5.60% | 3.26%-8.9pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,240 | $5,120-56.2% | $4,159-46.1% | $4,779-53.1% |
| Participant deferral / active EE | $6,166 | $6,075+1.5% | $5,277+16.9% | $5,609+9.9% |
| Admin fee / account holder | $1,213 | $11,471-89.4% | $9,109-86.7% | $10,827-88.8% |