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 | $304,314 | $202,318+50.4% | $172,739+76.2% | $152,861+99.1% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 13.59% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.7pp |
| Employer contribution / active EE | $1,544 | $5,856-73.6% | $5,143-70.0% | $4,762-67.6% |
| Participant deferral / active EE | $3,660 | $5,948-38.5% | $5,198-29.6% | $5,850-37.4% |
| Admin fee / account holder | $132,217 | $17,109+672.8% | $13,954+847.5% | $11,596+1040.1% |