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 | $287,562 | $86,929+230.8% | $102,423+180.8% | $80,856+255.6% |
| Participation rate | 57.7% | 72.4%-14.6pp | 76.5%-18.7pp | 67.6%-9.9pp |
| Annual return | 17.15% | 18.88%-1.7pp | 29.32%-12.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,825 | $2,369+19.2% | $3,023-6.6% | $2,755+2.5% |
| Participant deferral / active EE | $4,564 | $4,118+10.8% | $5,053-9.7% | $4,296+6.2% |
| Admin fee / account holder | $14,053 | $8,049+74.6% | $9,451+48.7% | $6,918+103.1% |