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 | $291,840 | $148,534+96.5% | $135,903+114.7% | $139,434+109.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.94% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,736 | $5,243-66.9% | $4,856-64.3% | $4,751-63.5% |
| Participant deferral / active EE | $2,822 | $8,100-65.2% | $7,758-63.6% | $6,710-57.9% |
| Admin fee / account holder | $3,371 | $12,400-72.8% | $10,762-68.7% | $11,403-70.4% |