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 | $295,331 | $89,355+230.5% | $141,162+109.2% | $72,985+304.6% |
| Participation rate | 56.1% | 75.1%-19.0pp | 82.5%-26.4pp | 69.5%-13.4pp |
| Annual return | 22.16% | 111.85%-89.7pp | 71.39%-49.2pp | 81.00%-58.8pp |
| Employer contribution / active EE | $5,169 | $3,114+66.0% | $4,735+9.2% | $2,440+111.9% |
| Participant deferral / active EE | $6,379 | $5,418+17.7% | $6,709-4.9% | $3,607+76.8% |
| Admin fee / account holder | $25,527 | $5,958+328.4% | $10,261+148.8% | $5,124+398.1% |