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 | $277,349 | $198,466+39.7% | $170,442+62.7% | $147,584+87.9% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 19.15% | 257.29%-238.1pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $8,798 | $6,184+42.3% | $5,433+62.0% | $4,876+80.4% |
| Participant deferral / active EE | $9,600 | $5,629+70.5% | $4,939+94.4% | $5,439+76.5% |
| Admin fee / account holder | $635 | $16,852-96.2% | $13,880-95.4% | $10,885-94.2% |