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 | $375,923 | $109,881+242.1% | $150,045+150.5% | $84,808+343.3% |
| Participation rate | 58.1% | 76.1%-18.0pp | 82.3%-24.3pp | 68.3%-10.2pp |
| Annual return | 14.84% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,878 | $3,561+8.9% | $4,693-17.4% | $2,631+47.4% |
| Participant deferral / active EE | $7,724 | $6,636+16.4% | $7,997-3.4% | $4,212+83.4% |
| Admin fee / account holder | $5,337 | $8,568-37.7% | $13,435-60.3% | $7,344-27.3% |