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 | $388,256 | $190,805+103.5% | $159,960+142.7% | $134,475+188.7% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 282.60% | 552.23%-269.6pp | 408.60%-126.0pp | 417.96%-135.4pp |
| Employer contribution / active EE | $1,067 | $4,995-78.6% | $4,226-74.7% | $4,740-77.5% |
| Participant deferral / active EE | $3,480 | $6,923-49.7% | $6,182-43.7% | $6,400-45.6% |
| Admin fee / account holder | $16,372 | $10,471+56.4% | $8,698+88.2% | $11,426+43.3% |