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 | $260,674 | $171,164+52.3% | $127,761+104.0% | $152,861+70.5% |
| Participation rate | 56.3% | 83.4%-27.2pp | 79.0%-22.7pp | 82.4%-26.2pp |
| Annual return | 19.80% | 23.54%-3.7pp | 26.14%-6.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,488 | $5,447-72.7% | $4,574-67.5% | $4,762-68.8% |
| Participant deferral / active EE | $5,707 | $7,038-18.9% | $6,021-5.2% | $5,850-2.4% |
| Admin fee / account holder | $5,287 | $14,530-63.6% | $9,395-43.7% | $11,596-54.4% |