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 | $258,544 | $102,966+151.1% | $90,281+186.4% | $152,861+69.1% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.4%-55.2pp |
| Annual return | 10.42% | 95.16%-84.7pp | 78.10%-67.7pp | 345.32%-334.9pp |
| Employer contribution / active EE | $636 | $3,139-79.7% | $2,854-77.7% | $4,762-86.6% |
| Participant deferral / active EE | $1,650 | $4,281-61.5% | $3,885-57.5% | $5,850-71.8% |
| Admin fee / account holder | $13,302 | $6,171+115.6% | $5,351+148.6% | $11,596+14.7% |