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 | $355,679 | $104,974+238.8% | $95,585+272.1% | $142,382+149.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.1%-12.1pp | 80.1%-20.1pp |
| Annual return | 13.07% | 210.33%-197.3pp | 38.56%-25.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,290 | $2,779-17.6% | $2,527-9.4% | $4,299-46.7% |
| Participant deferral / active EE | $8,059 | $4,352+85.2% | $4,023+100.4% | $6,507+23.9% |
| Admin fee / account holder | $1,153 | $6,386-81.9% | $6,127-81.2% | $12,624-90.9% |