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 | $277,611 | $142,405+94.9% | $115,157+141.1% | $152,861+81.6% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 20.30% | 41.48%-21.2pp | 35.60%-15.3pp | 345.32%-325.0pp |
| Employer contribution / active EE | $15,446 | $4,010+285.2% | $3,179+385.9% | $4,762+224.3% |
| Participant deferral / active EE | $6,333 | $5,164+22.6% | $4,168+51.9% | $5,850+8.3% |
| Admin fee / account holder | $1,935 | $8,462-77.1% | $7,088-72.7% | $11,596-83.3% |