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 | $339,865 | $177,572+91.4% | $154,803+119.5% | $142,382+138.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 17.33% | 65.07%-47.7pp | 58.88%-41.6pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,408 | $4,810-70.7% | $4,305-67.3% | $4,299-67.3% |
| Participant deferral / active EE | $8,075 | $6,272+28.8% | $5,540+45.7% | $6,507+24.1% |
| Admin fee / account holder | $2,945 | $16,786-82.5% | $14,329-79.4% | $12,624-76.7% |