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 | $261,155 | $202,432+29.0% | $169,368+54.2% | $139,434+87.3% |
| Participation rate | 44.4% | 81.1%-36.6pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 15.14% | 531.74%-516.6pp | 405.60%-390.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $5,351 | $4,692+14.0% | $4,013+33.3% | $4,751+12.6% |
| Participant deferral / active EE | $14,139 | $6,938+103.8% | $6,221+127.3% | $6,710+110.7% |
| Admin fee / account holder | $2,659 | $10,708-75.2% | $9,003-70.5% | $11,403-76.7% |