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 | $307,828 | $89,753+243.0% | $107,525+186.3% | $84,808+263.0% |
| Participation rate | 62.5% | 68.1%-5.6pp | 75.1%-12.6pp | 68.3%-5.8pp |
| Annual return | 17.34% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,650 | $3,113-47.0% | $3,754-56.0% | $2,631-37.3% |
| Participant deferral / active EE | $3,584 | $4,056-11.6% | $5,116-29.9% | $4,212-14.9% |
| Admin fee / account holder | $18,077 | $7,222+150.3% | $8,919+102.7% | $7,344+146.2% |