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 | $306,640 | $202,318+51.6% | $172,739+77.5% | $152,861+100.6% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.4%-27.9pp |
| Annual return | 15.75% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,613 | $5,856-55.4% | $5,143-49.2% | $4,762-45.1% |
| Participant deferral / active EE | $5,974 | $5,948+0.4% | $5,198+14.9% | $5,850+2.1% |
| Admin fee / account holder | $11,822 | $17,109-30.9% | $13,954-15.3% | $11,596+1.9% |