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 | $265,469 | $176,056+50.8% | $159,436+66.5% | $167,490+58.5% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 15.11% | 331.75%-316.6pp | 263.57%-248.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $8,889 | $5,297+67.8% | $4,829+84.1% | $4,837+83.8% |
| Participant deferral / active EE | $9,132 | $7,750+17.8% | $7,352+24.2% | $6,341+44.0% |
| Admin fee / account holder | $1,117 | $12,554-91.1% | $10,799-89.7% | $12,309-90.9% |