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 | $398,013 | $201,272+97.7% | $184,203+116.1% | $145,922+172.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.00% | 29.00%-17.0pp | 28.81%-16.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $3,065 | $7,022-56.4% | $6,427-52.3% | $4,660-34.2% |
| Participant deferral / active EE | $9,134 | $9,806-6.8% | $9,1310% | $6,688+36.6% |
| Admin fee / account holder | $876 | $16,364-94.6% | $13,901-93.7% | $13,397-93.5% |