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 | $307,298 | $111,814+174.8% | $103,374+197.3% | $145,959+110.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 12.63% | 24.77%-12.1pp | 24.89%-12.3pp | 561.95%-549.3pp |
| Employer contribution / active EE | $8,513 | $4,214+102.0% | $3,869+120.0% | $4,661+82.7% |
| Participant deferral / active EE | $7,725 | $5,618+37.5% | $5,058+52.7% | $6,689+15.5% |
| Admin fee / account holder | $2,671 | $9,754-72.6% | $8,394-68.2% | $13,398-80.1% |