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 | $288,370 | $118,450+143.5% | $98,439+192.9% | $139,434+106.8% |
| Participation rate | 57.1% | 77.4%-20.3pp | 75.2%-18.0pp | 80.3%-23.2pp |
| Annual return | 16.90% | 18.94%-2.0pp | 21.16%-4.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,131 | $3,609-68.7% | $3,048-62.9% | $4,751-76.2% |
| Participant deferral / active EE | $4,828 | $5,392-10.5% | $4,738+1.9% | $6,710-28.0% |
| Admin fee / account holder | $748 | $14,026-94.7% | $8,948-91.6% | $11,403-93.4% |