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 | $334,956 | $198,466+68.8% | $170,442+96.5% | $147,584+127.0% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 22.35% | 257.29%-234.9pp | 205.93%-183.6pp | 578.55%-556.2pp |
| Employer contribution / active EE | $3,687 | $6,184-40.4% | $5,433-32.1% | $4,876-24.4% |
| Participant deferral / active EE | $6,257 | $5,629+11.1% | $4,939+26.7% | $5,439+15.0% |
| Admin fee / account holder | $15,064 | $16,852-10.6% | $13,880+8.5% | $10,885+38.4% |