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 | $291,089 | $102,317+184.5% | $146,958+98.1% | $80,856+260.0% |
| Participation rate | 41.7% | 75.8%-34.2pp | 82.2%-40.5pp | 67.6%-26.0pp |
| Annual return | 13.20% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,756 | $3,713-52.7% | $4,933-64.4% | $2,755-36.3% |
| Participant deferral / active EE | $4,905 | $6,644-26.2% | $8,070-39.2% | $4,296+14.2% |
| Admin fee / account holder | $7,650 | $7,941-3.7% | $12,998-41.1% | $6,918+10.6% |