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 | $535,185 | $111,754+378.9% | $103,333+417.9% | $145,922+266.8% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 15.72% | 24.77%-9.1pp | 24.88%-9.2pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,024 | $4,212-4.5% | $3,868+4.0% | $4,660-13.6% |
| Participant deferral / active EE | $12,720 | $5,619+126.4% | $5,057+151.5% | $6,688+90.2% |
| Admin fee / account holder | $66,394 | $9,750+580.9% | $8,355+694.7% | $13,397+395.6% |