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 | $258,197 | $201,272+28.3% | $184,203+40.2% | $145,922+76.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 13.51% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,463 | $7,022-64.9% | $6,427-61.7% | $4,660-47.1% |
| Participant deferral / active EE | $5,687 | $9,806-42.0% | $9,131-37.7% | $6,688-15.0% |
| Admin fee / account holder | $21,472 | $16,364+31.2% | $13,901+54.5% | $13,397+60.3% |