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 | $258,035 | $117,381+119.8% | $99,443+159.5% | $152,861+68.8% |
| Participation rate | 53.3% | 77.5%-24.2pp | 73.8%-20.5pp | 82.4%-29.1pp |
| Annual return | 14.96% | 31.87%-16.9pp | 30.72%-15.8pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,801 | $3,013-7.0% | $2,540+10.3% | $4,762-41.2% |
| Participant deferral / active EE | $7,041 | $4,086+72.3% | $3,619+94.6% | $5,850+20.4% |
| Admin fee / account holder | $61,477 | $7,631+705.6% | $6,250+883.6% | $11,596+430.1% |