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 | $329,069 | $123,909+165.6% | $69,647+372.5% | $145,922+125.5% |
| Participation rate | 40.0% | 69.2%-29.2pp | 66.5%-26.5pp | 80.3%-40.3pp |
| Annual return | 21.78% | 190.55%-168.8pp | 100.48%-78.7pp | 561.29%-539.5pp |
| Employer contribution / active EE | $702 | $2,682-73.8% | $1,712-59.0% | $4,660-84.9% |
| Participant deferral / active EE | $6,251 | $4,236+47.6% | $2,886+116.6% | $6,688-6.5% |
| Admin fee / account holder | $2,295 | $7,863-70.8% | $4,713-51.3% | $13,397-82.9% |