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 | $623,593 | $172,111+262.3% | $150,298+314.9% | $137,256+354.3% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 19.28% | 69.37%-50.1pp | 62.79%-43.5pp | 220.34%-201.1pp |
| Employer contribution / active EE | $2,048 | $4,636-55.8% | $4,154-50.7% | $4,156-50.7% |
| Participant deferral / active EE | $6,547 | $6,166+6.2% | $5,453+20.1% | $6,407+2.2% |
| Admin fee / account holder | $2,663 | $16,471-83.8% | $14,116-81.1% | $12,270-78.3% |