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 | $345,793 | $81,625+323.6% | $167,512+106.4% | $74,304+365.4% |
| Participation rate | 40.7% | 60.0%-19.3pp | 77.1%-36.3pp | 60.3%-19.6pp |
| Annual return | 17.55% | 26.09%-8.5pp | 1615.79%-1598.2pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,249 | $2,010+11.9% | $3,882-42.1% | $2,241+0.4% |
| Participant deferral / active EE | $5,565 | $4,115+35.2% | $6,405-13.1% | $3,767+47.7% |
| Admin fee / account holder | $2,037 | $3,474-41.4% | $9,769-79.1% | $2,969-31.4% |