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 | $384,875 | $117,841+226.6% | $102,423+275.8% | $145,922+163.8% |
| Participation rate | 54.2% | 78.6%-24.4pp | 76.5%-22.3pp | 80.3%-26.1pp |
| Annual return | 16.95% | 31.65%-14.7pp | 29.32%-12.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,846 | $3,615-21.3% | $3,023-5.9% | $4,660-38.9% |
| Participant deferral / active EE | $6,476 | $5,731+13.0% | $5,053+28.2% | $6,688-3.2% |
| Admin fee / account holder | $9,453 | $13,326-29.1% | $9,4510% | $13,397-29.4% |