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 | $282,622 | $135,952+107.9% | $123,892+128.1% | $273,961+3.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 7.81% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $3,394 | $5,170-34.4% | $4,617-26.5% | $4,869-30.3% |
| Participant deferral / active EE | $8,400 | $6,343+32.4% | $5,984+40.4% | $5,287+58.9% |
| Admin fee / account holder | $2,383 | $9,817-75.7% | $8,357-71.5% | $10,132-76.5% |