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 | $329,037 | $53,822+511.3% | $75,696+334.7% | $85,850+283.3% |
| Participation rate | 51.9% | 69.1%-17.2pp | 74.8%-23.0pp | 69.3%-17.5pp |
| Annual return | 13.82% | 24.54%-10.7pp | 104.53%-90.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,852 | $2,017-8.2% | $2,743-32.5% | $2,565-27.8% |
| Participant deferral / active EE | $4,634 | $2,895+60.1% | $3,821+21.3% | $3,952+17.3% |
| Admin fee / account holder | $13,174 | $3,343+294.1% | $3,619+264.0% | $6,260+110.4% |