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 | $111,814+378.6% | $103,374+417.7% | $145,959+266.7% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 15.72% | 24.77%-9.1pp | 24.89%-9.2pp | 561.95%-546.2pp |
| Employer contribution / active EE | $4,024 | $4,214-4.5% | $3,869+4.0% | $4,661-13.7% |
| Participant deferral / active EE | $12,720 | $5,618+126.4% | $5,058+151.5% | $6,689+90.2% |
| Admin fee / account holder | $66,394 | $9,754+580.7% | $8,394+691.0% | $13,398+395.6% |