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 | $255,146 | $183,592+39.0% | $155,567+64.0% | $145,959+74.8% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.8pp | 80.3%-43.9pp |
| Annual return | 9.51% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $6,699 | $5,315+26.0% | $4,674+43.3% | $4,661+43.7% |
| Participant deferral / active EE | $5,148 | $6,464-20.4% | $5,628-8.5% | $6,689-23.0% |
| Admin fee / account holder | $2,736 | $19,318-85.8% | $15,916-82.8% | $13,398-79.6% |