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 | $271,816 | $167,484+62.3% | $151,611+79.3% | $134,475+102.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | 4.37% | 7.80%-3.4pp | 3.33%+1.0pp | 417.96%-413.6pp |
| Employer contribution / active EE | $2,908 | $6,829-57.4% | $6,166-52.8% | $4,740-38.7% |
| Participant deferral / active EE | $38,097 | $8,986+324.0% | $8,363+355.5% | $6,400+495.3% |
| Admin fee / account holder | $11,638 | $13,783-15.6% | $11,616+0.2% | $11,426+1.9% |