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 | $259,529 | $183,519+41.4% | $155,509+66.9% | $145,922+77.9% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.0pp | 80.3%-23.1pp |
| Annual return | 15.32% | 61.17%-45.8pp | 64.67%-49.3pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,971 | $5,313-62.9% | $4,672-57.8% | $4,660-57.7% |
| Participant deferral / active EE | $5,032 | $6,462-22.1% | $5,626-10.6% | $6,688-24.8% |
| Admin fee / account holder | $3,055 | $19,313-84.2% | $15,912-80.8% | $13,397-77.2% |