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 | $298,745 | $157,256+90.0% | $141,162+111.6% | $152,861+95.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 23.37% | 64.32%-41.0pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,400 | $5,261-54.4% | $4,735-49.3% | $4,762-49.6% |
| Participant deferral / active EE | $12,250 | $7,109+72.3% | $6,709+82.6% | $5,850+109.4% |
| Admin fee / account holder | $1,058 | $12,120-91.3% | $10,261-89.7% | $11,596-90.9% |