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 7-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 | $507,370 | $210,408+141.1% | $153,485+230.6% | $145,922+247.7% |
| Participation rate | 66.7% | 82.1%-15.5pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 12.34% | 13.37%-1.0pp | 15.65%-3.3pp | 561.29%-548.9pp |
| Employer contribution / active EE | $29,000 | $6,048+379.5% | $5,039+475.6% | $4,660+522.4% |
| Participant deferral / active EE | $16,615 | $7,975+108.3% | $6,757+145.9% | $6,688+148.4% |
| Admin fee / account holder | $15,071 | $19,419-22.4% | $12,724+18.4% | $13,397+12.5% |