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 | $374,771 | $202,318+85.2% | $172,739+117.0% | $152,861+145.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 16.17% | 1029.65%-1013.5pp | 802.84%-786.7pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,522 | $5,856-56.9% | $5,143-51.0% | $4,762-47.0% |
| Participant deferral / active EE | $6,530 | $5,948+9.8% | $5,198+25.6% | $5,850+11.6% |
| Admin fee / account holder | $3,976 | $17,109-76.8% | $13,954-71.5% | $11,596-65.7% |