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 | $258,180 | $80,968+218.9% | $96,544+167.4% | $75,163+243.5% |
| Participation rate | 55.6% | 71.8%-16.2pp | 76.0%-20.4pp | 67.2%-11.6pp |
| Annual return | 20.56% | 27.06%-6.5pp | 25.84%-5.3pp | 160.62%-140.1pp |
| Employer contribution / active EE | $3,096 | $2,282+35.7% | $2,965+4.4% | $2,670+16.0% |
| Participant deferral / active EE | $4,576 | $3,928+16.5% | $4,851-5.7% | $4,125+10.9% |
| Admin fee / account holder | $6,335 | $6,724-5.8% | $8,252-23.2% | $5,651+12.1% |