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 | $431,530 | $177,572+143.0% | $154,803+178.8% | $142,382+203.1% |
| Participation rate | 27.8% | 82.1%-54.3pp | 78.1%-50.3pp | 80.1%-52.3pp |
| Annual return | 14.20% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,680 | $4,810-65.1% | $4,305-61.0% | $4,299-60.9% |
| Participant deferral / active EE | $4,979 | $6,272-20.6% | $5,540-10.1% | $6,507-23.5% |
| Admin fee / account holder | $18,383 | $16,786+9.5% | $14,329+28.3% | $12,624+45.6% |