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 | $696,950 | $178,174+291.2% | $156,181+346.2% | $137,256+407.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.8%-34.4pp | 80.0%-35.5pp |
| Annual return | 15.30% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,303 | $4,972-53.7% | $4,294-46.4% | $4,156-44.6% |
| Participant deferral / active EE | $7,533 | $6,888+9.4% | $6,132+22.8% | $6,407+17.6% |
| Admin fee / account holder | $6,211 | $17,404-64.3% | $14,586-57.4% | $12,270-49.4% |