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 | $369,210 | $123,909+198.0% | $69,647+430.1% | $145,922+153.0% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.5%+0.2pp | 80.3%-13.6pp |
| Annual return | 19.58% | 190.55%-171.0pp | 100.48%-80.9pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,512 | $2,682+31.0% | $1,712+105.1% | $4,660-24.6% |
| Participant deferral / active EE | $6,644 | $4,236+56.9% | $2,886+130.2% | $6,688-0.7% |
| Admin fee / account holder | $1,488 | $7,863-81.1% | $4,713-68.4% | $13,397-88.9% |