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 | $380,642 | $51,638+637.1% | $68,368+456.8% | $82,448+361.7% |
| Participation rate | 30.2% | 63.6%-33.4pp | 73.8%-43.5pp | 68.1%-37.8pp |
| Annual return | 13.64% | 37.53%-23.9pp | 292.57%-278.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,574 | $2,047-23.1% | $2,649-40.6% | $2,551-38.3% |
| Participant deferral / active EE | $3,449 | $2,914+18.4% | $4,123-16.3% | $4,139-16.7% |
| Admin fee / account holder | $3,278 | $4,643-29.4% | $5,150-36.3% | $7,234-54.7% |