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 | $345,364 | $179,726+92.2% | $156,263+121.0% | $142,382+142.6% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.9%-15.7pp | 80.1%-17.0pp |
| Annual return | 17.30% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,978 | $5,069-41.2% | $4,333-31.3% | $4,299-30.7% |
| Participant deferral / active EE | $5,976 | $6,956-14.1% | $6,158-3.0% | $6,507-8.2% |
| Admin fee / account holder | $675 | $17,272-96.1% | $14,255-95.3% | $12,624-94.7% |