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 | $323,176 | $202,318+59.7% | $172,739+87.1% | $152,861+111.4% |
| Participation rate | 68.4% | 87.1%-18.6pp | 82.6%-14.2pp | 82.4%-14.0pp |
| Annual return | 20.69% | 1029.65%-1009.0pp | 802.84%-782.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,682 | $5,856-71.3% | $5,143-67.3% | $4,762-64.7% |
| Participant deferral / active EE | $4,515 | $5,948-24.1% | $5,198-13.1% | $5,850-22.8% |
| Admin fee / account holder | $18,422 | $17,109+7.7% | $13,954+32.0% | $11,596+58.9% |