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 | $352,028 | $172,111+104.5% | $150,298+134.2% | $137,256+156.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 19.20% | 69.37%-50.2pp | 62.79%-43.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,891 | $4,636-59.2% | $4,154-54.5% | $4,156-54.5% |
| Participant deferral / active EE | $7,841 | $6,166+27.2% | $5,453+43.8% | $6,407+22.4% |
| Admin fee / account holder | $24,272 | $16,471+47.4% | $14,116+72.0% | $12,270+97.8% |