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 | $262,287 | $210,698+24.5% | $178,014+47.3% | $145,959+79.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 24.73% | 386.27%-361.5pp | 294.80%-270.1pp | 561.95%-537.2pp |
| Employer contribution / active EE | $15,482 | $4,567+239.0% | $3,950+291.9% | $4,661+232.2% |
| Participant deferral / active EE | $16,100 | $6,958+131.4% | $6,276+156.5% | $6,689+140.7% |
| Admin fee / account holder | $3,705 | $12,016-69.2% | $10,362-64.2% | $13,398-72.3% |