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 | $607,065 | $165,984+265.7% | $164,813+268.3% | $145,922+316.0% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.6%-42.2pp | 80.3%-43.9pp |
| Annual return | 15.72% | 100.03%-84.3pp | 69.93%-54.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,129 | $5,273-78.6% | $4,341-74.0% | $4,660-75.8% |
| Participant deferral / active EE | $4,074 | $6,959-41.5% | $6,031-32.5% | $6,688-39.1% |
| Admin fee / account holder | $13,184 | $16,648-20.8% | $12,690+3.9% | $13,397-1.6% |