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 5-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 | $436,723 | $73,933+490.7% | $96,683+351.7% | $75,163+481.0% |
| Participation rate | 51.7% | 66.4%-14.7pp | 74.3%-22.6pp | 67.2%-15.5pp |
| Annual return | 17.69% | 26.70%-9.0pp | 35.69%-18.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,293 | $2,928-21.7% | $3,737-38.6% | $2,670-14.1% |
| Participant deferral / active EE | $5,280 | $3,659+44.3% | $4,878+8.2% | $4,125+28.0% |
| Admin fee / account holder | $12,783 | $5,216+145.1% | $6,730+89.9% | $5,651+126.2% |