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 | $321,918 | $54,762+487.8% | $90,281+256.6% | $72,985+341.1% |
| Participation rate | 69.0% | 65.1%+3.8pp | 73.3%-4.3pp | 69.5%-0.5pp |
| Annual return | 18.61% | 30.63%-12.0pp | 78.10%-59.5pp | 81.00%-62.4pp |
| Employer contribution / active EE | $2,433 | $2,092+16.3% | $2,854-14.8% | $2,440-0.3% |
| Participant deferral / active EE | $6,035 | $2,887+109.0% | $3,885+55.3% | $3,607+67.3% |
| Admin fee / account holder | $1,191 | $3,972-70.0% | $5,351-77.7% | $5,124-76.8% |