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 | $416,280 | $95,266+337.0% | $82,389+405.3% | $142,382+192.4% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 11.06% | 25.74%-14.7pp | 28.67%-17.6pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,751 | $2,991-41.5% | $2,517-30.4% | $4,299-59.3% |
| Participant deferral / active EE | $3,113 | $4,809-35.3% | $4,155-25.1% | $6,507-52.2% |
| Admin fee / account holder | $6,340 | $8,563-26.0% | $7,231-12.3% | $12,624-49.8% |