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 6-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 | $397,429 | $87,013+356.7% | $106,213+274.2% | $80,856+391.5% |
| Participation rate | 57.7% | 70.4%-12.7pp | 75.3%-17.6pp | 67.6%-9.9pp |
| Annual return | 15.20% | 17.05%-1.9pp | 116.14%-100.9pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,593 | $2,395+8.3% | $3,171-18.2% | $2,755-5.9% |
| Participant deferral / active EE | $4,036 | $3,986+1.3% | $5,016-19.5% | $4,296-6.0% |
| Admin fee / account holder | $12,156 | $8,431+44.2% | $11,033+10.2% | $6,918+75.7% |