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 | $251,166 | $105,181+138.8% | $159,436+57.5% | $85,850+192.6% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.8%-23.8pp | 69.3%-10.3pp |
| Annual return | 14.24% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $860 | $3,318-74.1% | $4,829-82.2% | $2,565-66.5% |
| Participant deferral / active EE | $6,641 | $5,945+11.7% | $7,352-9.7% | $3,952+68.0% |
| Admin fee / account holder | $20,037 | $6,933+189.0% | $10,799+85.6% | $6,260+220.1% |