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 | $351,561 | $114,047+208.3% | $96,139+265.7% | $167,490+109.9% |
| Participation rate | 30.4% | 75.1%-44.6pp | 68.4%-38.0pp | 82.1%-51.7pp |
| Annual return | 16.03% | 189.88%-173.9pp | 191.94%-175.9pp | 478.56%-462.5pp |
| Employer contribution / active EE | $878 | $3,427-74.4% | $2,797-68.6% | $4,837-81.9% |
| Participant deferral / active EE | $4,209 | $5,194-19.0% | $4,349-3.2% | $6,341-33.6% |
| Admin fee / account holder | $2,180 | $6,897-68.4% | $5,537-60.6% | $12,309-82.3% |