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 6-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 | $374,514 | $159,901+134.2% | $146,958+154.8% | $145,922+156.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 23.19% | 98.13%-74.9pp | 418.34%-395.1pp | 561.29%-538.1pp |
| Employer contribution / active EE | $3,000 | $5,286-43.2% | $4,933-39.2% | $4,660-35.6% |
| Participant deferral / active EE | $4,500 | $8,428-46.6% | $8,070-44.2% | $6,688-32.7% |
| Admin fee / account holder | $103,415 | $15,044+587.4% | $12,998+695.6% | $13,397+671.9% |