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 | $385,953 | $83,902+360.0% | $167,512+130.4% | $84,808+355.1% |
| Participation rate | 40.6% | 66.5%-25.8pp | 77.1%-36.4pp | 68.3%-27.7pp |
| Annual return | 16.83% | 91.55%-74.7pp | 1615.79%-1599.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,857 | $2,264+26.2% | $3,882-26.4% | $2,631+8.6% |
| Participant deferral / active EE | $5,895 | $4,442+32.7% | $6,405-8.0% | $4,212+40.0% |
| Admin fee / account holder | $5,209 | $7,915-34.2% | $9,769-46.7% | $7,344-29.1% |