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 | $320,209 | $87,733+265.0% | $106,548+200.5% | $85,850+273.0% |
| Participation rate | 41.7% | 71.9%-30.3pp | 76.1%-34.5pp | 69.3%-27.6pp |
| Annual return | 13.49% | 21.86%-8.4pp | 26.80%-13.3pp | 318.53%-305.0pp |
| Employer contribution / active EE | $983 | $2,073-52.6% | $2,819-65.1% | $2,565-61.7% |
| Participant deferral / active EE | $4,591 | $3,469+32.3% | $4,398+4.4% | $3,952+16.2% |
| Admin fee / account holder | $5,966 | $6,767-11.8% | $7,407-19.5% | $6,260-4.7% |