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 | $311,875 | $95,266+227.4% | $82,389+278.5% | $142,382+119.0% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.5%-5.3pp | 80.1%-15.8pp |
| Annual return | 15.48% | 25.74%-10.3pp | 28.67%-13.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,174 | $2,991-27.3% | $2,517-13.6% | $4,299-49.4% |
| Participant deferral / active EE | $5,387 | $4,809+12.0% | $4,155+29.7% | $6,507-17.2% |
| Admin fee / account holder | $2,455 | $8,563-71.3% | $7,231-66.1% | $12,624-80.6% |