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 3-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 | $266,263 | $183,592+45.0% | $155,567+71.2% | $145,959+82.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 23.02% | 61.24%-38.2pp | 64.74%-41.7pp | 561.95%-538.9pp |
| Employer contribution / active EE | $1,277 | $5,315-76.0% | $4,674-72.7% | $4,661-72.6% |
| Participant deferral / active EE | $7,885 | $6,464+22.0% | $5,628+40.1% | $6,689+17.9% |
| Admin fee / account holder | $798 | $19,318-95.9% | $15,916-95.0% | $13,398-94.0% |