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 | $253,721 | $60,124+322.0% | $90,404+180.7% | $79,858+217.7% |
| Participation rate | 68.8% | 65.0%+3.8pp | 72.7%-3.9pp | 69.6%-0.9pp |
| Annual return | 15.19% | 71.94%-56.8pp | 1293.02%-1277.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,330 | $2,068-35.7% | $3,262-59.2% | $2,471-46.2% |
| Participant deferral / active EE | $6,372 | $2,938+116.9% | $3,963+60.8% | $3,740+70.4% |
| Admin fee / account holder | $1,952 | $3,976-50.9% | $5,611-65.2% | $5,306-63.2% |