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 | $266,414 | $175,202+52.1% | $149,673+78.0% | $139,434+91.1% |
| Participation rate | 20.0% | 83.4%-63.4pp | 78.8%-58.8pp | 80.3%-60.3pp |
| Annual return | 18.98% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $4,735 | $5,474-13.5% | $4,818-1.7% | $4,751-0.3% |
| Participant deferral / active EE | $6,016 | $6,519-7.7% | $5,680+5.9% | $6,710-10.4% |
| Admin fee / account holder | $14,583 | $16,150-9.7% | $13,210+10.4% | $11,403+27.9% |