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 | $256,634 | $56,114+357.3% | $96,139+166.9% | $85,850+198.9% |
| Participation rate | 64.0% | 56.7%+7.3pp | 68.4%-4.4pp | 69.3%-5.3pp |
| Annual return | 18.23% | 42.30%-24.1pp | 191.94%-173.7pp | 318.53%-300.3pp |
| Employer contribution / active EE | $3,089 | $1,620+90.7% | $2,797+10.5% | $2,565+20.4% |
| Participant deferral / active EE | $4,618 | $2,859+61.5% | $4,349+6.2% | $3,952+16.9% |
| Admin fee / account holder | $13,453 | $3,768+257.0% | $5,537+143.0% | $6,260+114.9% |