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 | $289,531 | $70,428+311.1% | $96,562+199.8% | $85,850+237.3% |
| Participation rate | 57.9% | 61.8%-3.9pp | 69.8%-11.9pp | 69.3%-11.4pp |
| Annual return | 11.03% | 18.59%-7.6pp | 37.78%-26.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $2,261 | $1,413+60.0% | $2,356-4.0% | $2,565-11.8% |
| Participant deferral / active EE | $5,716 | $2,894+97.5% | $3,849+48.5% | $3,952+44.6% |
| Admin fee / account holder | $78,569 | $4,997+1472.4% | $6,181+1171.2% | $6,260+1155.1% |