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 | $250,797 | $99,918+151.0% | $81,382+208.2% | $145,922+71.9% |
| Participation rate | 33.3% | 74.2%-40.8pp | 69.5%-36.2pp | 80.3%-46.9pp |
| Annual return | 18.79% | 34.32%-15.5pp | 24.73%-5.9pp | 561.29%-542.5pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,083 | $4,605+10.4% | $3,883+30.9% | $6,688-24.0% |
| Admin fee / account holder | $8,110 | $8,212-1.3% | $5,768+40.6% | $13,397-39.5% |