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 | $270,456 | $172,111+57.1% | $150,298+79.9% | $137,256+97.0% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 15.19% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,312 | $4,636-50.1% | $4,154-44.3% | $4,156-44.4% |
| Participant deferral / active EE | $5,619 | $6,166-8.9% | $5,453+3.1% | $6,407-12.3% |
| Admin fee / account holder | $932 | $16,471-94.3% | $14,116-93.4% | $12,270-92.4% |