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 9-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 | $492,001 | $163,101+201.7% | $136,749+259.8% | $142,382+245.5% |
| Participation rate | 25.0% | 78.2%-53.2pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 9.91% | 27.54%-17.6pp | 24.33%-14.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,060 | $4,117-74.3% | $3,400-68.8% | $4,299-75.3% |
| Participant deferral / active EE | $7,750 | $5,585+38.8% | $4,692+65.2% | $6,507+19.1% |
| Admin fee / account holder | $23,276 | $14,318+62.6% | $11,386+104.4% | $12,624+84.4% |