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 | $351,090 | $179,726+95.3% | $156,263+124.7% | $142,382+146.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 14.52% | 77.86%-63.3pp | 59.47%-44.9pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,674 | $5,069-67.0% | $4,333-61.4% | $4,299-61.1% |
| Participant deferral / active EE | $8,434 | $6,956+21.3% | $6,158+37.0% | $6,507+29.6% |
| Admin fee / account holder | $1,357 | $17,272-92.1% | $14,255-90.5% | $12,624-89.3% |