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 | $344,714 | $109,881+213.7% | $150,045+129.7% | $84,808+306.5% |
| Participation rate | 64.5% | 76.1%-11.6pp | 82.3%-17.8pp | 68.3%-3.8pp |
| Annual return | 16.66% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,503 | $3,561+54.5% | $4,693+17.3% | $2,631+109.2% |
| Participant deferral / active EE | $12,998 | $6,636+95.9% | $7,997+62.5% | $4,212+208.6% |
| Admin fee / account holder | $9,201 | $8,568+7.4% | $13,435-31.5% | $7,344+25.3% |