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 | $255,831 | $202,318+26.5% | $172,739+48.1% | $152,861+67.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 16.89% | 1029.65%-1012.8pp | 802.84%-786.0pp | 345.32%-328.4pp |
| Employer contribution / active EE | $4,000 | $5,856-31.7% | $5,143-22.2% | $4,762-16.0% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,850-18.8% |
| Admin fee / account holder | $2,875 | $17,109-83.2% | $13,954-79.4% | $11,596-75.2% |