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 | $279,549 | $228,332+22.4% | $185,823+50.4% | $158,922+75.9% |
| Participation rate | 53.8% | 82.3%-28.5pp | 78.0%-24.2pp | 82.0%-28.1pp |
| Annual return | 87.51% | 40.80%+46.7pp | 35.95%+51.6pp | 302.83%-215.3pp |
| Employer contribution / active EE | $1,265 | $4,967-74.5% | $4,087-69.0% | $4,761-73.4% |
| Participant deferral / active EE | $1,972 | $6,415-69.3% | $5,632-65.0% | $5,982-67.0% |
| Admin fee / account holder | $132,301 | $11,864+1015.2% | $9,500+1292.6% | $11,246+1076.5% |