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 | $298,263 | $76,407+290.4% | $150,298+98.4% | $82,448+261.8% |
| Participation rate | 65.6% | 66.4%-0.8pp | 77.8%-12.1pp | 68.1%-2.4pp |
| Annual return | 14.67% | 39.99%-25.3pp | 62.79%-48.1pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,075 | $2,614-58.9% | $4,154-74.1% | $2,551-57.9% |
| Participant deferral / active EE | $1,592 | $3,214-50.5% | $5,453-70.8% | $4,139-61.5% |
| Admin fee / account holder | $25,812 | $6,352+306.4% | $14,116+82.9% | $7,234+256.8% |