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 | $358,014 | $97,125+268.6% | $86,233+315.2% | $137,256+160.8% |
| Participation rate | 23.8% | 74.2%-50.4pp | 69.0%-45.2pp | 80.0%-56.2pp |
| Annual return | 16.33% | 74.19%-57.9pp | 61.39%-45.1pp | 220.34%-204.0pp |
| Employer contribution / active EE | $739 | $2,841-74.0% | $2,504-70.5% | $4,156-82.2% |
| Participant deferral / active EE | $1,481 | $5,180-71.4% | $4,559-67.5% | $6,407-76.9% |
| Admin fee / account holder | $2,620 | $9,725-73.1% | $8,342-68.6% | $12,270-78.6% |