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 3-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 | $404,387 | $117,983+242.8% | $101,794+297.3% | $142,382+184.0% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.2%-26.3pp | 80.1%-37.3pp |
| Annual return | 18.87% | 36.92%-18.0pp | 30.53%-11.7pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,239 | $2,773+16.8% | $2,289+41.5% | $4,299-24.7% |
| Participant deferral / active EE | $10,007 | $4,714+112.3% | $4,084+145.0% | $6,507+53.8% |
| Admin fee / account holder | $2,475 | $10,433-76.3% | $8,777-71.8% | $12,624-80.4% |