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 | $318,080 | $126,519+151.4% | $106,201+199.5% | $145,959+117.9% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 12.76% | 225.10%-212.3pp | 116.26%-103.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,536 | $3,726-58.8% | $3,170-51.5% | $4,661-67.1% |
| Participant deferral / active EE | $7,080 | $5,716+23.9% | $5,012+41.3% | $6,689+5.8% |
| Admin fee / account holder | $1,308 | $17,312-92.4% | $11,039-88.2% | $13,398-90.2% |