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 | $485,246 | $177,572+173.3% | $154,803+213.5% | $142,382+240.8% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.1%-24.2pp | 80.1%-26.3pp |
| Annual return | 45.24% | 65.07%-19.8pp | 58.88%-13.6pp | 217.08%-171.8pp |
| Employer contribution / active EE | $12,068 | $4,810+150.9% | $4,305+180.3% | $4,299+180.7% |
| Participant deferral / active EE | $12,806 | $6,272+104.2% | $5,540+131.1% | $6,507+96.8% |
| Admin fee / account holder | $4,807 | $16,786-71.4% | $14,329-66.5% | $12,624-61.9% |