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 | $281,943 | $150,187+87.7% | $120,354+134.3% | $145,922+93.2% |
| Participation rate | 20.0% | 78.8%-58.8pp | 71.9%-51.9pp | 80.3%-60.3pp |
| Annual return | 24.25% | 154.07%-129.8pp | 107.15%-82.9pp | 561.29%-537.0pp |
| Employer contribution / active EE | $950 | $4,348-78.2% | $3,463-72.6% | $4,660-79.6% |
| Participant deferral / active EE | $1,560 | $6,173-74.7% | $4,991-68.7% | $6,688-76.7% |
| Admin fee / account holder | $4,732 | $12,207-61.2% | $9,423-49.8% | $13,397-64.7% |