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 | $288,332 | $65,561+339.8% | $86,188+234.5% | $75,163+283.6% |
| Participation rate | 54.3% | 60.5%-6.2pp | 69.0%-14.7pp | 67.2%-12.9pp |
| Annual return | 21.10% | 46.05%-25.0pp | 1168.45%-1147.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,683 | $1,553+8.4% | $2,380-29.3% | $2,670-37.0% |
| Participant deferral / active EE | $3,387 | $3,024+12.0% | $3,985-15.0% | $4,125-17.9% |
| Admin fee / account holder | $47,335 | $5,474+764.7% | $6,852+590.9% | $5,651+737.6% |