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 | $351,038 | $104,974+234.4% | $95,585+267.3% | $142,382+146.5% |
| Participation rate | 68.2% | 75.0%-6.8pp | 72.1%-3.9pp | 80.1%-11.9pp |
| Annual return | 29.91% | 210.33%-180.4pp | 38.56%-8.6pp | 217.08%-187.2pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,069 | $4,352+108.4% | $4,023+125.5% | $6,507+39.4% |
| Admin fee / account holder | $1,204 | $6,386-81.2% | $6,127-80.4% | $12,624-90.5% |