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 | $278,021 | $111,754+148.8% | $103,333+169.1% | $145,922+90.5% |
| Participation rate | 46.2% | 77.9%-31.8pp | 74.5%-28.4pp | 80.3%-34.1pp |
| Annual return | 18.53% | 24.77%-6.2pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $3,019 | $4,212-28.3% | $3,868-21.9% | $4,660-35.2% |
| Participant deferral / active EE | $7,788 | $5,619+38.6% | $5,057+54.0% | $6,688+16.5% |
| Admin fee / account holder | $8,300 | $9,750-14.9% | $8,355-0.7% | $13,397-38.0% |