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 | $424,978 | $99,877+325.5% | $84,966+400.2% | $145,922+191.2% |
| Participation rate | 46.7% | 74.1%-27.4pp | 67.5%-20.8pp | 80.3%-33.6pp |
| Annual return | 14.67% | 83.76%-69.1pp | 66.38%-51.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,052 | $3,231-36.5% | $2,727-24.7% | $4,660-56.0% |
| Participant deferral / active EE | $5,176 | $5,291-2.2% | $4,519+14.5% | $6,688-22.6% |
| Admin fee / account holder | $12,632 | $7,248+74.3% | $6,149+105.4% | $13,397-5.7% |