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 | $276,862 | $183,592+50.8% | $155,567+78.0% | $145,959+89.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.99% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,141 | $5,315-59.7% | $4,674-54.2% | $4,661-54.1% |
| Participant deferral / active EE | $11,187 | $6,464+73.1% | $5,628+98.8% | $6,689+67.3% |
| Admin fee / account holder | $1,237 | $19,318-93.6% | $15,916-92.2% | $13,398-90.8% |