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 | $364,977 | $217,402+67.9% | $185,823+96.4% | $167,490+117.9% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 23.97% | 148.36%-124.4pp | 122.05%-98.1pp | 478.56%-454.6pp |
| Employer contribution / active EE | $3,470 | $5,873-40.9% | $5,167-32.8% | $4,837-28.3% |
| Participant deferral / active EE | $9,955 | $6,356+56.6% | $5,568+78.8% | $6,341+57.0% |
| Admin fee / account holder | $3,359 | $19,811-83.0% | $16,237-79.3% | $12,309-72.7% |