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 | $288,390 | $62,573+360.9% | $85,682+236.6% | $85,850+235.9% |
| Participation rate | 63.5% | 61.1%+2.3pp | 69.9%-6.4pp | 69.3%-5.9pp |
| Annual return | 11.78% | 23.77%-12.0pp | 21.49%-9.7pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,328 | $1,757-24.4% | $2,618-49.3% | $2,565-48.2% |
| Participant deferral / active EE | $4,287 | $2,802+53.0% | $3,923+9.3% | $3,952+8.5% |
| Admin fee / account holder | $54,293 | $4,640+1070.1% | $6,873+689.9% | $6,260+767.3% |