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 | $610,303 | $103,376+490.4% | $87,100+600.7% | $152,861+299.3% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 22.48% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.8pp |
| Employer contribution / active EE | $8,377 | $3,220+160.1% | $2,521+232.3% | $4,762+75.9% |
| Participant deferral / active EE | $9,328 | $4,778+95.2% | $4,049+130.4% | $5,850+59.4% |
| Admin fee / account holder | $2,902 | $12,205-76.2% | $7,497-61.3% | $11,596-75.0% |