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 | $285,489 | $172,111+65.9% | $150,298+89.9% | $137,256+108.0% |
| Participation rate | 38.5% | 81.7%-43.3pp | 77.8%-39.3pp | 80.0%-41.5pp |
| Annual return | 15.37% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,362 | $4,636-49.1% | $4,154-43.1% | $4,156-43.2% |
| Participant deferral / active EE | $8,300 | $6,166+34.6% | $5,453+52.2% | $6,407+29.6% |
| Admin fee / account holder | $3,322 | $16,471-79.8% | $14,116-76.5% | $12,270-72.9% |