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 | $257,124 | $103,376+148.7% | $87,100+195.2% | $152,861+68.2% |
| Participation rate | 46.2% | 79.3%-33.2pp | 76.9%-30.7pp | 82.4%-36.3pp |
| Annual return | 11.30% | 28.10%-16.8pp | 28.19%-16.9pp | 345.32%-334.0pp |
| Employer contribution / active EE | $1,031 | $3,220-68.0% | $2,521-59.1% | $4,762-78.3% |
| Participant deferral / active EE | $5,173 | $4,778+8.3% | $4,049+27.8% | $5,850-11.6% |
| Admin fee / account holder | $772 | $12,205-93.7% | $7,497-89.7% | $11,596-93.3% |