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 | $381,943 | $115,770+229.9% | $101,248+277.2% | $158,922+140.3% |
| Participation rate | 31.3% | 79.4%-48.1pp | 75.8%-44.6pp | 82.0%-50.7pp |
| Annual return | 14.82% | 56.14%-41.3pp | 46.47%-31.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $852 | $4,175-79.6% | $3,660-76.7% | $4,761-82.1% |
| Participant deferral / active EE | $3,875 | $4,957-21.8% | $4,370-11.3% | $5,982-35.2% |
| Admin fee / account holder | $2,318 | $7,245-68.0% | $5,945-61.0% | $11,246-79.4% |