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 5-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 | $350,029 | $117,983+196.7% | $101,794+243.9% | $142,382+145.8% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 11.06% | 36.92%-25.9pp | 30.53%-19.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,857 | $2,773-33.0% | $2,289-18.9% | $4,299-56.8% |
| Participant deferral / active EE | $2,423 | $4,714-48.6% | $4,084-40.7% | $6,507-62.8% |
| Admin fee / account holder | $14,558 | $10,433+39.5% | $8,777+65.9% | $12,624+15.3% |