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 | $295,863 | $102,317+189.2% | $146,958+101.3% | $80,856+265.9% |
| Participation rate | 66.1% | 75.8%-9.7pp | 82.2%-16.0pp | 67.6%-1.5pp |
| Annual return | 20.55% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $951 | $3,713-74.4% | $4,933-80.7% | $2,755-65.5% |
| Participant deferral / active EE | $10,095 | $6,644+51.9% | $8,070+25.1% | $4,296+135.0% |
| Admin fee / account holder | $866 | $7,941-89.1% | $12,998-93.3% | $6,918-87.5% |