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 | $254,378 | $125,758+102.3% | $169,993+49.6% | $75,163+238.4% |
| Participation rate | 53.1% | 83.6%-30.5pp | 87.0%-33.9pp | 67.2%-14.1pp |
| Annual return | 22.97% | 27.20%-4.2pp | 53.37%-30.4pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,647 | $4,615-64.3% | $6,785-75.7% | $2,670-38.3% |
| Participant deferral / active EE | $7,566 | $6,837+10.7% | $10,408-27.3% | $4,125+83.4% |
| Admin fee / account holder | $26,344 | $8,173+222.3% | $12,815+105.6% | $5,651+366.2% |