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 | $374,399 | $175,202+113.7% | $149,673+150.1% | $139,434+168.5% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 14.26% | 166.71%-152.4pp | 134.42%-120.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,173 | $6,519-20.6% | $5,680-8.9% | $6,710-22.9% |
| Admin fee / account holder | $918 | $16,150-94.3% | $13,210-93.1% | $11,403-92.0% |