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 | $256,419 | $183,519+39.7% | $155,509+64.9% | $145,922+75.7% |
| Participation rate | 43.8% | 82.7%-38.9pp | 78.2%-34.4pp | 80.3%-36.5pp |
| Annual return | 17.96% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,536 | $5,313-71.1% | $4,672-67.1% | $4,660-67.0% |
| Participant deferral / active EE | $2,671 | $6,462-58.7% | $5,626-52.5% | $6,688-60.1% |
| Admin fee / account holder | $4,535 | $19,313-76.5% | $15,912-71.5% | $13,397-66.1% |