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 | $485,211 | $171,164+183.5% | $127,761+279.8% | $152,861+217.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.0%-16.5pp | 82.4%-19.9pp |
| Annual return | 23.28% | 23.54%-0.3pp | 26.14%-2.9pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,402 | $5,447-19.2% | $4,574-3.8% | $4,762-7.6% |
| Participant deferral / active EE | $5,533 | $7,038-21.4% | $6,021-8.1% | $5,850-5.4% |
| Admin fee / account holder | $894 | $14,530-93.9% | $9,395-90.5% | $11,596-92.3% |