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 | $691,056 | $93,571+638.5% | $135,903+408.5% | $75,163+819.4% |
| Participation rate | 43.8% | 75.2%-31.4pp | 81.9%-38.2pp | 67.2%-23.4pp |
| Annual return | 24.74% | 30.90%-6.2pp | 68.23%-43.5pp | 160.62%-135.9pp |
| Employer contribution / active EE | $8,734 | $3,537+147.0% | $4,856+79.9% | $2,670+227.1% |
| Participant deferral / active EE | $10,766 | $6,404+68.1% | $7,758+38.8% | $4,125+161.0% |
| Admin fee / account holder | $4,712 | $6,975-32.5% | $10,762-56.2% | $5,651-16.6% |