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 | $509,744 | $111,724+356.3% | $93,606+444.6% | $145,922+249.3% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.0pp |
| Annual return | 17.27% | 202.98%-185.7pp | 133.20%-115.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $9,224 | $3,090+198.6% | $2,420+281.2% | $4,660+98.0% |
| Participant deferral / active EE | $5,873 | $4,912+19.6% | $4,411+33.1% | $6,688-12.2% |
| Admin fee / account holder | $8,486 | $10,250-17.2% | $8,285+2.4% | $13,397-36.7% |