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 | $324,640 | $177,572+82.8% | $154,803+109.7% | $142,382+128.0% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 13.70% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,051 | $4,810-57.4% | $4,305-52.4% | $4,299-52.3% |
| Participant deferral / active EE | $9,763 | $6,272+55.7% | $5,540+76.2% | $6,507+50.0% |
| Admin fee / account holder | $39,986 | $16,786+138.2% | $14,329+179.1% | $12,624+216.8% |