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 | $251,664 | $118,680+112.1% | $98,907+154.4% | $158,922+58.4% |
| Participation rate | 41.7% | 77.8%-36.2pp | 76.0%-34.4pp | 82.0%-40.3pp |
| Annual return | 22.07% | 372.35%-350.3pp | 196.43%-174.4pp | 302.83%-280.8pp |
| Employer contribution / active EE | $589 | $3,333-82.3% | $2,689-78.1% | $4,761-87.6% |
| Participant deferral / active EE | $4,104 | $5,088-19.3% | $4,244-3.3% | $5,982-31.4% |
| Admin fee / account holder | $3,937 | $10,131-61.1% | $6,642-40.7% | $11,246-65.0% |