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 | $259,497 | $111,754+132.2% | $103,333+151.1% | $145,922+77.8% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-19.0pp | 80.3%-24.7pp |
| Annual return | 16.86% | 24.77%-7.9pp | 24.88%-8.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $2,057 | $4,212-51.2% | $3,868-46.8% | $4,660-55.9% |
| Participant deferral / active EE | $8,249 | $5,619+46.8% | $5,057+63.1% | $6,688+23.3% |
| Admin fee / account holder | $17,879 | $9,750+83.4% | $8,355+114.0% | $13,397+33.5% |