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 | $252,167 | $102,966+144.9% | $90,281+179.3% | $152,861+65.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 30.61% | 95.16%-64.6pp | 78.10%-47.5pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,312 | $3,139-58.2% | $2,854-54.1% | $4,762-72.5% |
| Participant deferral / active EE | $9,034 | $4,281+111.0% | $3,885+132.5% | $5,850+54.4% |
| Admin fee / account holder | $1,412 | $6,171-77.1% | $5,351-73.6% | $11,596-87.8% |