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 | $263,003 | $154,117+70.7% | $129,995+102.3% | $139,434+88.6% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 17.58% | 32.48%-14.9pp | -137.18%+154.8pp | 372.94%-355.4pp |
| Employer contribution / active EE | $7,392 | $5,289+39.8% | $4,320+71.1% | $4,751+55.6% |
| Participant deferral / active EE | $17,072 | $6,710+154.4% | $5,820+193.3% | $6,710+154.4% |
| Admin fee / account holder | $309 | $14,007-97.8% | $10,614-97.1% | $11,403-97.3% |