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 | $323,292 | $201,272+60.6% | $184,203+75.5% | $145,922+121.6% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.1pp |
| Annual return | 12.95% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $9,742 | $7,022+38.7% | $6,427+51.6% | $4,660+109.1% |
| Participant deferral / active EE | $15,531 | $9,806+58.4% | $9,131+70.1% | $6,688+132.2% |
| Admin fee / account holder | $1,176 | $16,364-92.8% | $13,901-91.5% | $13,397-91.2% |