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 | $278,420 | $99,985+178.5% | $146,665+89.8% | $85,850+224.3% |
| Participation rate | 62.5% | 73.1%-10.6pp | 80.1%-17.6pp | 69.3%-6.8pp |
| Annual return | 15.30% | 18.93%-3.6pp | 22.74%-7.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,069 | $2,559-58.2% | $4,136-74.2% | $2,565-58.3% |
| Participant deferral / active EE | $5,254 | $4,006+31.2% | $5,506-4.6% | $3,952+33.0% |
| Admin fee / account holder | $5,207 | $7,702-32.4% | $10,280-49.3% | $6,260-16.8% |