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 | $279,127 | $176,056+58.5% | $159,436+75.1% | $167,490+66.7% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 11.68% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,906 | $5,297-26.3% | $4,829-19.1% | $4,837-19.3% |
| Participant deferral / active EE | $10,727 | $7,750+38.4% | $7,352+45.9% | $6,341+69.2% |
| Admin fee / account holder | $22,878 | $12,554+82.2% | $10,799+111.9% | $12,309+85.9% |