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 | $325,974 | $110,257+195.6% | $96,544+237.6% | $139,434+133.8% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 32.03% | 26.32%+5.7pp | 25.84%+6.2pp | 372.94%-340.9pp |
| Employer contribution / active EE | $1,543 | $3,620-57.4% | $2,965-48.0% | $4,751-67.5% |
| Participant deferral / active EE | $5,810 | $5,548+4.7% | $4,851+19.8% | $6,710-13.4% |
| Admin fee / account holder | $10,260 | $11,591-11.5% | $8,252+24.3% | $11,403-10.0% |