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 | $383,104 | $81,460+370.3% | $103,333+270.7% | $80,856+373.8% |
| Participation rate | 68.2% | 66.8%+1.3pp | 74.5%-6.3pp | 67.6%+0.5pp |
| Annual return | 25.90% | 25.55%+0.4pp | 24.88%+1.0pp | 35.59%-9.7pp |
| Employer contribution / active EE | $3,255 | $3,105+4.8% | $3,868-15.8% | $2,755+18.2% |
| Participant deferral / active EE | $8,402 | $3,869+117.2% | $5,057+66.1% | $4,296+95.6% |
| Admin fee / account holder | $31,398 | $6,566+378.2% | $8,355+275.8% | $6,918+353.9% |