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 | $289,858 | $117,841+146.0% | $102,423+183.0% | $145,922+98.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 10.16% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,135 | $3,615-68.6% | $3,023-62.5% | $4,660-75.6% |
| Participant deferral / active EE | $3,655 | $5,731-36.2% | $5,053-27.7% | $6,688-45.4% |
| Admin fee / account holder | $4,767 | $13,326-64.2% | $9,451-49.6% | $13,397-64.4% |