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 | $279,984 | $60,892+359.8% | $82,389+239.8% | $84,808+230.1% |
| Participation rate | 55.6% | 63.3%-7.7pp | 69.5%-14.0pp | 68.3%-12.8pp |
| Annual return | 15.50% | 37.29%-21.8pp | 28.67%-13.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,042 | $1,779+14.8% | $2,517-18.9% | $2,631-22.4% |
| Participant deferral / active EE | $7,373 | $3,179+131.9% | $4,155+77.5% | $4,212+75.1% |
| Admin fee / account holder | $55,666 | $5,467+918.1% | $7,231+669.9% | $7,344+658.0% |