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 | $348,248 | $179,726+93.8% | $156,263+122.9% | $142,382+144.6% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 20.09% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,722 | $5,069-66.0% | $4,333-60.3% | $4,299-60.0% |
| Participant deferral / active EE | $3,987 | $6,956-42.7% | $6,158-35.3% | $6,507-38.7% |
| Admin fee / account holder | $637 | $17,272-96.3% | $14,255-95.5% | $12,624-95.0% |