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 | $282,986 | $201,272+40.6% | $184,203+53.6% | $145,922+93.9% |
| Participation rate | 56.3% | 87.5%-31.2pp | 86.8%-30.6pp | 80.3%-24.0pp |
| Annual return | 14.33% | 29.00%-14.7pp | 28.81%-14.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $3,960 | $7,022-43.6% | $6,427-38.4% | $4,660-15.0% |
| Participant deferral / active EE | $9,286 | $9,806-5.3% | $9,131+1.7% | $6,688+38.8% |
| Admin fee / account holder | $81,488 | $16,364+398.0% | $13,901+486.2% | $13,397+508.3% |