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 | $318,309 | $85,022+274.4% | $70,515+351.4% | $139,434+128.3% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 18.15% | 30.38%-12.2pp | 32.77%-14.6pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,862 | $3,909-52.4% | $2,973-37.4% | $4,751-60.8% |
| Participant deferral / active EE | $4,877 | $5,890-17.2% | $4,567+6.8% | $6,710-27.3% |
| Admin fee / account holder | $2,798 | $8,906-68.6% | $6,412-56.4% | $11,403-75.5% |