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 | $270,856 | $124,319+117.9% | $111,297+143.4% | $167,490+61.7% |
| Participation rate | 55.6% | 79.6%-24.1pp | 77.3%-21.8pp | 82.1%-26.5pp |
| Annual return | 13.03% | 37.44%-24.4pp | 54.65%-41.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,209 | $3,435-35.7% | $2,731-19.1% | $4,837-54.3% |
| Participant deferral / active EE | $6,631 | $5,180+28.0% | $4,487+47.8% | $6,341+4.6% |
| Admin fee / account holder | $402 | $10,618-96.2% | $7,964-95.0% | $12,309-96.7% |