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 | $343,959 | $154,117+123.2% | $129,995+164.6% | $139,434+146.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 10.00% | 32.48%-22.5pp | -137.18%+147.2pp | 372.94%-362.9pp |
| Employer contribution / active EE | $2,210 | $5,289-58.2% | $4,320-48.8% | $4,751-53.5% |
| Participant deferral / active EE | $8,894 | $6,710+32.6% | $5,820+52.8% | $6,710+32.6% |
| Admin fee / account holder | $6,910 | $14,007-50.7% | $10,614-34.9% | $11,403-39.4% |