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 | $356,383 | $201,259+77.1% | $184,200+93.5% | $145,959+144.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 19.09% | 28.98%-9.9pp | 28.80%-9.7pp | 561.95%-542.9pp |
| Employer contribution / active EE | $2,600 | $7,018-63.0% | $6,424-59.5% | $4,661-44.2% |
| Participant deferral / active EE | $15,642 | $9,806+59.5% | $9,132+71.3% | $6,689+133.9% |
| Admin fee / account holder | $1,144 | $16,372-93.0% | $13,907-91.8% | $13,398-91.5% |