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 | $462,507 | $165,984+178.6% | $164,813+180.6% | $145,922+217.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 19.75% | 100.03%-80.3pp | 69.93%-50.2pp | 561.29%-541.5pp |
| Employer contribution / active EE | $2,076 | $5,273-60.6% | $4,341-52.2% | $4,660-55.4% |
| Participant deferral / active EE | $12,314 | $6,959+77.0% | $6,031+104.2% | $6,688+84.1% |
| Admin fee / account holder | $842 | $16,648-94.9% | $12,690-93.4% | $13,397-93.7% |