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 | $279,924 | $116,175+141.0% | $93,606+199.0% | $152,861+83.1% |
| Participation rate | 60.0% | 78.0%-18.0pp | 75.8%-15.8pp | 82.4%-22.4pp |
| Annual return | 20.74% | 35.96%-15.2pp | 32.76%-12.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,567 | $3,218-51.3% | $2,718-42.4% | $4,762-67.1% |
| Participant deferral / active EE | $2,278 | $4,603-50.5% | $4,069-44.0% | $5,850-61.1% |
| Admin fee / account holder | $1,167 | $10,748-89.1% | $7,888-85.2% | $11,596-89.9% |