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 | $252,598 | $209,411+20.6% | $178,490+41.5% | $158,922+58.9% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 11.65% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,997 | $5,706-65.0% | $5,011-60.1% | $4,761-58.1% |
| Participant deferral / active EE | $2,419 | $5,954-59.4% | $5,202-53.5% | $5,982-59.6% |
| Admin fee / account holder | $4,457 | $17,074-73.9% | $13,984-68.1% | $11,246-60.4% |