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 | $277,012 | $91,552+202.6% | $133,956+106.8% | $79,858+246.9% |
| Participation rate | 63.5% | 73.3%-9.9pp | 79.8%-16.3pp | 69.6%-6.1pp |
| Annual return | 13.97% | 61.85%-47.9pp | 45.09%-31.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,786 | $2,384+16.9% | $3,919-28.9% | $2,471+12.7% |
| Participant deferral / active EE | $5,683 | $3,733+52.2% | $5,048+12.6% | $3,740+52.0% |
| Admin fee / account holder | $14,535 | $6,321+130.0% | $8,927+62.8% | $5,306+173.9% |