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 | $265,936 | $210,698+26.2% | $178,014+49.4% | $145,959+82.2% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 19.04% | 386.27%-367.2pp | 294.80%-275.8pp | 561.95%-542.9pp |
| Employer contribution / active EE | $962 | $4,567-78.9% | $3,950-75.6% | $4,661-79.4% |
| Participant deferral / active EE | $3,608 | $6,958-48.2% | $6,276-42.5% | $6,689-46.1% |
| Admin fee / account holder | $3,529 | $12,016-70.6% | $10,362-65.9% | $13,398-73.7% |