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 | $458,973 | $99,919+359.3% | - | $158,922+188.8% |
| Participation rate | 30.0% | 71.6%-41.6pp | - | 82.0%-52.0pp |
| Annual return | 7.41% | 35.31%-27.9pp | - | 302.83%-295.4pp |
| Employer contribution / active EE | $2,088 | $3,686-43.4% | - | $4,761-56.1% |
| Participant deferral / active EE | $7,150 | $4,771+49.9% | - | $5,982+19.5% |
| Admin fee / account holder | $5,023 | $2,820+78.1% | - | $11,246-55.3% |