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 7-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 | $515,022 | $175,202+194.0% | $149,673+244.1% | $139,434+269.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.27% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $5,403 | $5,474-1.3% | $4,818+12.1% | $4,751+13.7% |
| Participant deferral / active EE | $7,163 | $6,519+9.9% | $5,680+26.1% | $6,710+6.7% |
| Admin fee / account holder | $390 | $16,150-97.6% | $13,210-97.0% | $11,403-96.6% |