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 | $311,346 | $65,561+374.9% | $86,188+261.2% | $75,163+314.2% |
| Participation rate | 10.9% | 60.5%-49.6pp | 69.0%-58.1pp | 67.2%-56.3pp |
| Annual return | 16.49% | 46.05%-29.6pp | 1168.45%-1152.0pp | 160.62%-144.1pp |
| Employer contribution / active EE | $672 | $1,553-56.7% | $2,380-71.8% | $2,670-74.8% |
| Participant deferral / active EE | $2,110 | $3,024-30.2% | $3,985-47.0% | $4,125-48.8% |
| Admin fee / account holder | $670 | $5,474-87.8% | $6,852-90.2% | $5,651-88.1% |