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 | $488,741 | $201,272+142.8% | $184,203+165.3% | $145,922+234.9% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 12.07% | 29.00%-16.9pp | 28.81%-16.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,806 | $7,022-74.3% | $6,427-71.9% | $4,660-61.2% |
| Participant deferral / active EE | $12,925 | $9,806+31.8% | $9,131+41.5% | $6,688+93.3% |
| Admin fee / account holder | $4,292 | $16,364-73.8% | $13,901-69.1% | $13,397-68.0% |