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 | $275,455 | $183,963+49.7% | $162,163+69.9% | $152,861+80.2% |
| Participation rate | 64.3% | 88.5%-24.2pp | 87.6%-23.3pp | 82.4%-18.2pp |
| Annual return | 16.81% | 150.76%-134.0pp | 115.59%-98.8pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,370 | $6,371-62.8% | $5,614-57.8% | $4,762-50.2% |
| Participant deferral / active EE | $8,271 | $8,034+2.9% | $7,298+13.3% | $5,850+41.4% |
| Admin fee / account holder | $4,098 | $13,121-68.8% | $10,843-62.2% | $11,596-64.7% |