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 | $314,857 | $89,355+252.4% | $141,162+123.0% | $72,985+331.4% |
| Participation rate | 64.2% | 75.1%-10.9pp | 82.5%-18.3pp | 69.5%-5.3pp |
| Annual return | 26.60% | 111.85%-85.2pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $2,469 | $3,114-20.7% | $4,735-47.9% | $2,440+1.2% |
| Participant deferral / active EE | $8,118 | $5,418+49.8% | $6,709+21.0% | $3,607+125.0% |
| Admin fee / account holder | $1,117 | $5,958-81.3% | $10,261-89.1% | $5,124-78.2% |