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 | $556,021 | $118,450+369.4% | $98,439+464.8% | $139,434+298.8% |
| Participation rate | 15.4% | 77.4%-62.1pp | 75.2%-59.8pp | 80.3%-64.9pp |
| Annual return | 20.37% | 18.94%+1.4pp | 21.16%-0.8pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,419 | $3,609+22.4% | $3,048+45.0% | $4,751-7.0% |
| Participant deferral / active EE | $8,595 | $5,392+59.4% | $4,738+81.4% | $6,710+28.1% |
| Admin fee / account holder | $1,449 | $14,026-89.7% | $8,948-83.8% | $11,403-87.3% |