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 | $250,299 | $202,432+23.6% | $169,368+47.8% | $139,434+79.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 19.91% | 531.74%-511.8pp | 405.60%-385.7pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,155 | $4,692-75.4% | $4,013-71.2% | $4,751-75.7% |
| Participant deferral / active EE | $4,369 | $6,938-37.0% | $6,221-29.8% | $6,710-34.9% |
| Admin fee / account holder | $4,080 | $10,708-61.9% | $9,003-54.7% | $11,403-64.2% |