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 | $303,874 | $77,899+290.1% | $149,673+103.0% | $75,163+304.3% |
| Participation rate | 63.3% | 65.6%-2.3pp | 78.8%-15.5pp | 67.2%-3.9pp |
| Annual return | 17.49% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $4,287 | $3,137+36.6% | $4,818-11.0% | $2,670+60.6% |
| Participant deferral / active EE | $5,001 | $3,411+46.6% | $5,680-12.0% | $4,125+21.2% |
| Admin fee / account holder | $8,517 | $5,956+43.0% | $13,210-35.5% | $5,651+50.7% |