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 | $396,610 | $209,411+89.4% | $178,490+122.2% | $158,922+149.6% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 12.59% | 188.75%-176.2pp | 151.07%-138.5pp | 302.83%-290.2pp |
| Employer contribution / active EE | $4,187 | $5,706-26.6% | $5,011-16.4% | $4,761-12.1% |
| Participant deferral / active EE | $6,979 | $5,954+17.2% | $5,202+34.2% | $5,982+16.7% |
| Admin fee / account holder | $8,554 | $17,074-49.9% | $13,984-38.8% | $11,246-23.9% |