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 | $262,287 | $210,648+24.5% | $177,989+47.4% | $145,922+79.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 24.73% | 385.86%-361.1pp | 294.48%-269.7pp | 561.29%-536.6pp |
| Employer contribution / active EE | $15,482 | $4,565+239.2% | $3,949+292.1% | $4,660+232.3% |
| Participant deferral / active EE | $16,100 | $6,958+131.4% | $6,276+156.5% | $6,688+140.7% |
| Admin fee / account holder | $3,705 | $12,013-69.2% | $10,363-64.3% | $13,397-72.3% |