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 | $497,574 | $103,376+381.3% | $87,100+471.3% | $152,861+225.5% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.9%-14.4pp | 82.4%-19.9pp |
| Annual return | 36.43% | 28.10%+8.3pp | 28.19%+8.2pp | 345.32%-308.9pp |
| Employer contribution / active EE | $1,163 | $3,220-63.9% | $2,521-53.9% | $4,762-75.6% |
| Participant deferral / active EE | $7,528 | $4,778+57.6% | $4,049+85.9% | $5,850+28.7% |
| Admin fee / account holder | $11,687 | $12,205-4.2% | $7,497+55.9% | $11,596+0.8% |