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 | $305,632 | $165,984+84.1% | $164,813+85.4% | $145,922+109.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 26.28% | 100.03%-73.8pp | 69.93%-43.6pp | 561.29%-535.0pp |
| Employer contribution / active EE | $2,942 | $5,273-44.2% | $4,341-32.2% | $4,660-36.9% |
| Participant deferral / active EE | $6,808 | $6,959-2.2% | $6,031+12.9% | $6,688+1.8% |
| Admin fee / account holder | $1,808 | $16,648-89.1% | $12,690-85.7% | $13,397-86.5% |