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 | $335,941 | $91,190+268.4% | $178,490+88.2% | $79,858+320.7% |
| Participation rate | 68.2% | 69.2%-1.0pp | 81.9%-13.7pp | 69.6%-1.5pp |
| Annual return | 20.36% | 24.19%-3.8pp | 151.07%-130.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,339 | $3,256-58.9% | $5,011-73.3% | $2,471-45.8% |
| Participant deferral / active EE | $3,126 | $3,236-3.4% | $5,202-39.9% | $3,740-16.4% |
| Admin fee / account holder | $14,405 | $6,751+113.4% | $13,984+3.0% | $5,306+171.5% |