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 | $286,544 | $175,202+63.6% | $149,673+91.4% | $139,434+105.5% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 18.48% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $2,841 | $5,474-48.1% | $4,818-41.0% | $4,751-40.2% |
| Participant deferral / active EE | $8,746 | $6,519+34.2% | $5,680+54.0% | $6,710+30.3% |
| Admin fee / account holder | $660 | $16,150-95.9% | $13,210-95.0% | $11,403-94.2% |