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 | $299,392 | $210,648+42.1% | $177,989+68.2% | $145,922+105.2% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 15.46% | 385.86%-370.4pp | 294.48%-279.0pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,938 | $4,565-57.6% | $3,949-50.9% | $4,660-58.4% |
| Participant deferral / active EE | $3,100 | $6,958-55.4% | $6,276-50.6% | $6,688-53.6% |
| Admin fee / account holder | $1,998 | $12,013-83.4% | $10,363-80.7% | $13,397-85.1% |