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 | $284,044 | $80,717+251.9% | $154,803+83.5% | $84,808+234.9% |
| Participation rate | 57.1% | 66.8%-9.7pp | 78.1%-20.9pp | 68.3%-11.2pp |
| Annual return | 17.33% | 37.96%-20.6pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $6,425 | $2,761+132.7% | $4,305+49.2% | $2,631+144.2% |
| Participant deferral / active EE | $3,461 | $3,303+4.8% | $5,540-37.5% | $4,212-17.8% |
| Admin fee / account holder | $4,798 | $6,746-28.9% | $14,329-66.5% | $7,344-34.7% |