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 | $267,721 | $56,053+377.6% | $75,972+252.4% | $80,856+231.1% |
| Participation rate | 61.8% | 62.0%-0.3pp | 69.1%-7.3pp | 67.6%-5.9pp |
| Annual return | 11.63% | 20.53%-8.9pp | 359.55%-347.9pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,029 | $1,874+8.3% | $2,685-24.4% | $2,755-26.3% |
| Participant deferral / active EE | $7,032 | $3,052+130.4% | $4,255+65.2% | $4,296+63.7% |
| Admin fee / account holder | $44,920 | $5,234+758.3% | $6,467+594.6% | $6,918+549.3% |