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 | $258,128 | $138,347+86.6% | $184,203+40.1% | $80,856+219.2% |
| Participation rate | 59.5% | 83.9%-24.4pp | 86.8%-27.4pp | 67.6%-8.2pp |
| Annual return | 20.44% | 20.02%+0.4pp | 28.81%-8.4pp | 35.59%-15.2pp |
| Employer contribution / active EE | $2,188 | $4,850-54.9% | $6,427-66.0% | $2,755-20.6% |
| Participant deferral / active EE | $4,673 | $7,071-33.9% | $9,131-48.8% | $4,296+8.8% |
| Admin fee / account holder | $531 | $10,483-94.9% | $13,901-96.2% | $6,918-92.3% |