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 | $359,738 | $99,918+260.0% | $81,382+342.0% | $145,922+146.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 15.80% | 34.32%-18.5pp | 24.73%-8.9pp | 561.29%-545.5pp |
| Employer contribution / active EE | $863 | $2,978-71.0% | $2,463-65.0% | $4,660-81.5% |
| Participant deferral / active EE | $9,554 | $4,605+107.5% | $3,883+146.0% | $6,688+42.9% |
| Admin fee / account holder | $2,216 | $8,212-73.0% | $5,768-61.6% | $13,397-83.5% |