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 | $561,956 | $177,572+216.5% | $154,803+263.0% | $142,382+294.7% |
| Participation rate | 40.0% | 82.1%-42.1pp | 78.1%-38.1pp | 80.1%-40.1pp |
| Annual return | 14.14% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,107 | $4,810-77.0% | $4,305-74.3% | $4,299-74.2% |
| Participant deferral / active EE | $6,740 | $6,272+7.5% | $5,540+21.6% | $6,507+3.6% |
| Admin fee / account holder | $3,845 | $16,786-77.1% | $14,329-73.2% | $12,624-69.5% |