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 | $338,415 | $76,552+342.1% | $123,892+173.2% | $62,891+438.1% |
| Participation rate | 8.5% | 73.0%-64.5pp | 81.4%-72.9pp | 69.3%-60.8pp |
| Annual return | 17.70% | 18.68%-1.0pp | 47.52%-29.8pp | 20.14%-2.4pp |
| Employer contribution / active EE | $17,801 | $2,883+517.6% | $4,617+285.6% | $2,281+680.5% |
| Participant deferral / active EE | $15,043 | $4,840+210.8% | $5,984+151.4% | $3,203+369.6% |
| Admin fee / account holder | $6,080 | $4,826+26.0% | $8,357-27.2% | $4,296+41.5% |