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 | $298,343 | $57,354+420.2% | $83,848+255.8% | $64,186+364.8% |
| Participation rate | 67.9% | 68.6%-0.8pp | 76.1%-8.3pp | 69.6%-1.7pp |
| Annual return | 11.23% | 11.38%-0.2pp | 850.88%-839.7pp | 7.63%+3.6pp |
| Employer contribution / active EE | $4,643 | $2,545+82.4% | $3,631+27.9% | $2,381+95.0% |
| Participant deferral / active EE | $2,071 | $2,993-30.8% | $4,082-49.3% | $3,470-40.3% |
| Admin fee / account holder | $11,498 | $4,046+184.2% | $5,478+109.9% | $4,888+135.2% |