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 | $444,396 | $132,239+236.1% | $105,722+320.3% | $273,961+62.2% |
| Participation rate | 50.0% | 83.2%-33.2pp | 78.9%-28.9pp | 83.0%-33.0pp |
| Annual return | 7.50% | 10.07%-2.6pp | 12.25%-4.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,615 | $4,867-46.3% | $4,079-35.9% | $4,869-46.3% |
| Participant deferral / active EE | $9,000 | $6,233+44.4% | $5,326+69.0% | $5,287+70.2% |
| Admin fee / account holder | $2,553 | $12,032-78.8% | $8,308-69.3% | $10,132-74.8% |