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 | $321,276 | $175,202+83.4% | $149,673+114.7% | $139,434+130.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 27.25% | 166.71%-139.5pp | 134.42%-107.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $3,500 | $5,474-36.1% | $4,818-27.3% | $4,751-26.3% |
| Participant deferral / active EE | $8,395 | $6,519+28.8% | $5,680+47.8% | $6,710+25.1% |
| Admin fee / account holder | $4,849 | $16,150-70.0% | $13,210-63.3% | $11,403-57.5% |