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 9-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 | $339,188 | $111,724+203.6% | $93,606+262.4% | $145,922+132.4% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 25.36% | 202.98%-177.6pp | 133.20%-107.8pp | 561.29%-535.9pp |
| Employer contribution / active EE | $1,289 | $3,090-58.3% | $2,420-46.7% | $4,660-72.3% |
| Participant deferral / active EE | $8,993 | $4,912+83.1% | $4,411+103.9% | $6,688+34.5% |
| Admin fee / account holder | $9,057 | $10,250-11.6% | $8,285+9.3% | $13,397-32.4% |