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 | $177,572+60.8% | $154,803+84.4% | $142,382+100.5% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.1%-39.6pp | 80.1%-41.7pp |
| Annual return | 15.37% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,362 | $4,810-50.9% | $4,305-45.1% | $4,299-45.1% |
| Participant deferral / active EE | $8,300 | $6,272+32.3% | $5,540+49.8% | $6,507+27.6% |
| Admin fee / account holder | $3,322 | $16,786-80.2% | $14,329-76.8% | $12,624-73.7% |