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 | $291,042 | $153,772+89.3% | $133,980+117.2% | $273,961+6.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 4.85% | 36.51%-31.7pp | 29.30%-24.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,984 | $6,029-67.1% | $5,211-61.9% | $4,869-59.2% |
| Participant deferral / active EE | $16,000 | $6,958+129.9% | $6,282+154.7% | $5,287+202.6% |
| Admin fee / account holder | $53,855 | $11,765+357.8% | $9,324+477.6% | $10,132+431.5% |