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 | $260,679 | $214,378+21.6% | $200,582+30.0% | $142,382+83.1% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 18.76% | 46.41%-27.6pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,346 | $6,841-51.1% | $6,419-47.9% | $4,299-22.2% |
| Participant deferral / active EE | $4,495 | $9,865-54.4% | $9,331-51.8% | $6,507-30.9% |
| Admin fee / account holder | $39,453 | $17,692+123.0% | $16,305+142.0% | $12,624+212.5% |