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 5-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 | $253,064 | $183,519+37.9% | $155,509+62.7% | $145,922+73.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 24.29% | 61.17%-36.9pp | 64.67%-40.4pp | 561.29%-537.0pp |
| Employer contribution / active EE | $2,318 | $5,313-56.4% | $4,672-50.4% | $4,660-50.2% |
| Participant deferral / active EE | $7,445 | $6,462+15.2% | $5,626+32.3% | $6,688+11.3% |
| Admin fee / account holder | $7,021 | $19,313-63.6% | $15,912-55.9% | $13,397-47.6% |