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 | $268,934 | $210,648+27.7% | $177,989+51.1% | $145,922+84.3% |
| Participation rate | 45.5% | 80.8%-35.3pp | 77.1%-31.6pp | 80.3%-34.8pp |
| Annual return | 15.90% | 385.86%-370.0pp | 294.48%-278.6pp | 561.29%-545.4pp |
| Employer contribution / active EE | $869 | $4,565-81.0% | $3,949-78.0% | $4,660-81.3% |
| Participant deferral / active EE | $2,014 | $6,958-71.1% | $6,276-67.9% | $6,688-69.9% |
| Admin fee / account holder | $6,935 | $12,013-42.3% | $10,363-33.1% | $13,397-48.2% |