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 | $410,288 | $183,592+123.5% | $155,567+163.7% | $145,959+181.1% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.7pp | 80.3%-18.7pp |
| Annual return | 17.67% | 61.24%-43.6pp | 64.74%-47.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $1,768 | $5,315-66.7% | $4,674-62.2% | $4,661-62.1% |
| Participant deferral / active EE | $2,944 | $6,464-54.5% | $5,628-47.7% | $6,689-56.0% |
| Admin fee / account holder | $1,051 | $19,318-94.6% | $15,916-93.4% | $13,398-92.2% |