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 | $278,854 | $185,822+50.1% | $169,993+64.0% | $139,434+100.0% |
| Participation rate | 58.8% | 87.8%-28.9pp | 87.0%-28.2pp | 80.3%-21.5pp |
| Annual return | 22.35% | 60.50%-38.2pp | 53.37%-31.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,241 | $7,590-57.3% | $6,785-52.2% | $4,751-31.8% |
| Participant deferral / active EE | $7,873 | $11,622-32.3% | $10,408-24.4% | $6,710+17.3% |
| Admin fee / account holder | $2,928 | $15,381-81.0% | $12,815-77.2% | $11,403-74.3% |