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 | $265,288 | $202,318+31.1% | $172,739+53.6% | $152,861+73.5% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.4%-49.1pp |
| Annual return | 21.46% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.9pp |
| Employer contribution / active EE | $7,379 | $5,856+26.0% | $5,143+43.5% | $4,762+54.9% |
| Participant deferral / active EE | $6,167 | $5,948+3.7% | $5,198+18.6% | $5,850+5.4% |
| Admin fee / account holder | $742 | $17,109-95.7% | $13,954-94.7% | $11,596-93.6% |