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 | $289,152 | $198,466+45.7% | $170,442+69.6% | $147,584+95.9% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 9.77% | 257.29%-247.5pp | 205.93%-196.2pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,751 | $6,184-71.7% | $5,433-67.8% | $4,876-64.1% |
| Participant deferral / active EE | $3,449 | $5,629-38.7% | $4,939-30.2% | $5,439-36.6% |
| Admin fee / account holder | $4,661 | $16,852-72.3% | $13,880-66.4% | $10,885-57.2% |