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 | $267,133 | $108,912+145.3% | $100,383+166.1% | $145,959+83.0% |
| Participation rate | 56.3% | 83.0%-26.7pp | 81.5%-25.2pp | 80.3%-24.0pp |
| Annual return | 12.08% | 57.96%-45.9pp | 49.26%-37.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $452 | $4,423-89.8% | $3,944-88.5% | $4,661-90.3% |
| Participant deferral / active EE | $11,669 | $8,451+38.1% | $8,086+44.3% | $6,689+74.5% |
| Admin fee / account holder | $21,318 | $9,690+120.0% | $7,900+169.9% | $13,398+59.1% |