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 | $272,020 | $209,411+29.9% | $178,490+52.4% | $158,922+71.2% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 9.65% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,861 | $5,706-32.3% | $5,011-22.9% | $4,761-18.9% |
| Participant deferral / active EE | $7,763 | $5,954+30.4% | $5,202+49.2% | $5,982+29.8% |
| Admin fee / account holder | $6,652 | $17,074-61.0% | $13,984-52.4% | $11,246-40.9% |