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 | $533,073 | $175,202+204.3% | $149,673+256.2% | $139,434+282.3% |
| Participation rate | 40.9% | 83.4%-42.5pp | 78.8%-37.9pp | 80.3%-39.4pp |
| Annual return | 17.01% | 166.71%-149.7pp | 134.42%-117.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,875 | $5,474-47.5% | $4,818-40.3% | $4,751-39.5% |
| Participant deferral / active EE | $7,249 | $6,519+11.2% | $5,680+27.6% | $6,710+8.0% |
| Admin fee / account holder | $8,385 | $16,150-48.1% | $13,210-36.5% | $11,403-26.5% |