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 | $273,602 | $89,753+204.8% | $107,525+154.5% | $84,808+222.6% |
| Participation rate | 63.2% | 68.1%-4.9pp | 75.1%-11.9pp | 68.3%-5.2pp |
| Annual return | 18.16% | 29.48%-11.3pp | 181.32%-163.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $4,881 | $3,113+56.8% | $3,754+30.0% | $2,631+85.5% |
| Participant deferral / active EE | $9,317 | $4,056+129.7% | $5,116+82.1% | $4,212+121.2% |
| Admin fee / account holder | $1,170 | $7,222-83.8% | $8,919-86.9% | $7,344-84.1% |