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 | $255,880 | $70,428+263.3% | $96,562+165.0% | $85,850+198.1% |
| Participation rate | 60.6% | 61.8%-1.2pp | 69.8%-9.2pp | 69.3%-8.7pp |
| Annual return | 16.13% | 18.59%-2.5pp | 37.78%-21.7pp | 318.53%-302.4pp |
| Employer contribution / active EE | $1,419 | $1,413+0.4% | $2,356-39.8% | $2,565-44.7% |
| Participant deferral / active EE | $4,224 | $2,894+46.0% | $3,849+9.8% | $3,952+6.9% |
| Admin fee / account holder | $18,198 | $4,997+264.2% | $6,181+194.4% | $6,260+190.7% |