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 5-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 | $297,167 | $183,592+61.9% | $155,567+91.0% | $145,959+103.6% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 44.22% | 61.24%-17.0pp | 64.74%-20.5pp | 561.95%-517.7pp |
| Employer contribution / active EE | $1,208 | $5,315-77.3% | $4,674-74.1% | $4,661-74.1% |
| Participant deferral / active EE | $7,498 | $6,464+16.0% | $5,628+33.2% | $6,689+12.1% |
| Admin fee / account holder | $807 | $19,318-95.8% | $15,916-94.9% | $13,398-94.0% |