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 | $251,874 | $101,618+147.9% | $93,063+170.6% | $137,256+83.5% |
| Participation rate | 37.5% | 74.9%-37.4pp | 72.1%-34.6pp | 80.0%-42.5pp |
| Annual return | 19.14% | 223.95%-204.8pp | 34.15%-15.0pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,716 | $2,707-36.6% | $2,476-30.7% | $4,156-58.7% |
| Participant deferral / active EE | $5,710 | $4,279+33.4% | $3,958+44.3% | $6,407-10.9% |
| Admin fee / account holder | $1,174 | $6,198-81.1% | $6,033-80.5% | $12,270-90.4% |